ENDURANCE FINANCIAL PLANNING, LLC

CRD 305583File 801-136954

APPROVED

Retail clients

Filing as of Jul 20, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$101.8M

Bottom 25% of cohort (national)

Discretionary AUM

$101.5M

Non-discretionary $267K

Clients

596

1,364 accounts

Employees

Bottom 25% of cohort in TX

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: FWRO
Registration date: Aug 5, 2026
Principal office: 2400 N 10TH ST., SUITE B, MCALLEN, TX, 78501
Phone: (956) 630 - 7231
Website: https://bnihouston.com/en- US/memberdetails?encryptedMemberId=tn%2Fw3VurTEPFUIA559XAfw%3D%3D& name=Timothy+Fleming

Assets & accounts

ADV Item 5F

Total regulatory AUM: $101.8M
Discretionary AUM: $101.5M
Non-discretionary AUM: $267K
Discretionary accounts: 1,337
Non-discretionary accounts: 27
Total accounts: 1,364
AUM per client: $171K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	5	$1K
Charitable organizations	1	$28K
High net worth individuals	22	$36.5M
Pension and profit sharing plans	2	$267K
Individuals (other than high net worth individuals)	566	$64.9M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.