Cristina Perez is a CFP-designated registered investment advisor at Endeavor Advisors LLC, based in Phoenix, AZ, with 7 years of industry experience. Cristina operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 426 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.40% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable. When directing clients to third-party investment advisers like Sowell Financial Services or Evidence Based Advisors, the firm charges a separate fee schedule.
Fee Estimator
Location
201 E Washington St., Floor 5 Office 520, Phoenix, AZ, 85004
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Cristina is a licensed insurance agent since 2021, but is not actively selling insurance products. Cristina also works as an independent contractor providing paraplanning services, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Endeavor Advisors LLC
Mindful Millions Management PLLC
Previous Registrations
Nectarine
Bayntree Wealth Advisors, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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