Mona Hurtado is a registered investment advisor at Enduring Wealth Advisors, based in Temecula, CA, with 4 years of industry experience. Mona 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, Investment Management, and 2 more. Their firm serves 230 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee.
Fee Estimator
Location
27555 Ynez Road, Suite 212, Temecula, CA, 92591
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 Activities
Mona works as a driver for Door Dash and a shopper for Instacart. These activities are not investment-related and take about 10-20% of her time and about a quarter of her time, respectively.
Employment History
Current Registrations
Enduring Wealth Advisors
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations1 state
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