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ENDURANCE FINANCIAL PLANNING, LLC

MCALLEN, TX · CRD 305583 · IAPD ↗ · letsmakeaplan.org · (956) 630 - 7231

$101.8MRegulatory AUM
4Advisory reps
4Employees
0Clients
101-250Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

95
September 2026 — ENDURANCE FINANCIAL PLANNING, LLC (MCALLEN, TX) is newly SEC-registered with $101.8M RAUM and 4 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.