# ENDURANCE FINANCIAL PLANNING, LLC

ENDURANCE FINANCIAL PLANNING, LLC of MCALLEN, TX is an SEC-registered investment adviser.

## Registration

- CRD: 305583
- Type: SEC-registered investment adviser
- SEC file number: 801-136954
- Location: 2400 N 10TH ST., SUITE B, MCALLEN, TX, 78501
- Phone: (956) 630 - 7231
- Latest filing: 2026-07-20
- Regulatory AUM: $101.8M
- Discretionary AUM: $101.5M
- Non-discretionary AUM: $267K
- Clients: 4
- Accounts: 1,364

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Sergio Garcia | MANAGING MEMBER AND CCO | — |
| Rosa Helena Ybarra | MEMBER/MANAGER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/305583/brochure
- Similar advisers: https://search.stillhousedata.com/firm/305583/similar
- Related entities: https://search.stillhousedata.com/firm/305583/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/305583

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.