Ornan Friesen is a registered investment advisor at Endurance Financial Planning, LLC, based in Mcallen, TX, with 11 years of industry experience. Ornan 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, Insurance Planning, and 2 more. Their firm serves 694 clients with $75M 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 $500K | 1.00% |
| $500K - $1.0M | 0.90% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.70% |
| $2M+ | 0.60% |
Fees may be waived or reduced for employees, family members, and affiliates of Endurance Financial Planning.
Fee Estimator
Location
2400 N 10th St., Suite B, Mcallen, TX, 78501
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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
Ornan is an employee of Allan Trucking LLC, working as a Logistic Operations Manager since 2017, taking about three-quarters of his time. He also owns Ornan Friesen LLC, working as an owner/operator in trucking, dedicating a few hours per week.