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Enduring Wealth Advisors
SEC-regulated
Registered investment advisor
Enduring Wealth Advisors LLC, established in 2023, is a California-based investment advisory firm founded by Ralph Bender. As a fiduciary, the firm is committed to acting in the best interest of clients. Services offered include asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm's investment strategies include asset allocation, fixed income, covered calls, and structured products. Clients can expect a maximum annual fee of 1.50% for asset management services, while financial planning services are charged on an hourly basis with a maximum fee of $500 per hour. Retirement plan consulting fees are based on a percentage of plan assets under management, not exceeding 1.00%. Enduring Wealth Advisors LLC recommends clients establish accounts with LPL Financial for custody and trading services. The firm may receive support services and products from LPL, potentially creating a conflict of interest. The firm does not accept proxy authority to vote client securities and does not provide financial information in the brochure. Clients are encouraged to review account statements and contact the firm with any questions.
This firm is a Regulated Investment Advisor
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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