# Endeavor Financial Planning

> Endeavor Financial Planning is a state-registered investment advisory firm in Sacramento, CA, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated July 1, 2026.

- CRD: 287615
- Filed as: ENDEAVOR FINANCIAL PLANNING
- Legal name: Farrell, Paige Deter
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sacramento, CA
- Filing period: October 2026
- Form ADV filing dated: July 1, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287615
- AdvisorCensus page: https://advisorcensus.com/firm/endeavor-financial-planning-sacramento-ca-287615

## Quick answers

**How is Endeavor Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Endeavor Financial Planning reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Endeavor Financial Planning located?**
Endeavor Financial Planning's principal office is in Sacramento, CA, according to its Form ADV.

**Is Endeavor Financial Planning registered with the SEC or a state?**
Endeavor Financial Planning is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287615.

**How much does Endeavor Financial Planning manage?**
Endeavor Financial Planning reports $53,230,012 in regulatory assets under management in its Form ADV filing dated July 1, 2026 (100% discretionary).

**What types of clients does Endeavor Financial Planning serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (29); individuals (other than high net worth individuals) (8).

**Does Endeavor Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287615

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $53,230,012
- Discretionary: $53,230,012
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8 | $4,475,234 |
| High net worth individuals | 29 | $48,754,778 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- endeavorplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Endeavor Financial Planning (CRD 287615): Form ADV filing data as of October 2026.