Rosa Ybarra is a CFP-designated registered investment advisor at Endurance Financial Planning, LLC, based in Mcallen, TX, with 12 years of industry experience. Rosa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 6 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
Contact
Rosa Ybarra
Location
2400 N 10th St., Suite B, Mcallen, TX, 78501
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
Rosa is a tax preparer and owner at Interactive Tax Planning, LLC, dedicating about 10-20% of her time to preparing tax returns and advising clients. She also owns Rosewood Financial Consulting, LLC, spending minimal time managing individual payroll and business activities.
Employment History
Current Registrations
Endurance Financial Planning, LLC
Previous Registrations
Tranquility Financial Planning
Imperium Wealth Management, LLC
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
Additional Information
Endurance Financial Planning is a Registered Investment Advisory firm with a primary focus on financial planning. Rosa Ybarra is a CFP(R). She holds a Bachelors of Business Administration in Finance from The Univeristy of Texas - Pan American and holds a Masters of Science in Personal Financial Planning from Texas Tech University, one of the most prestigious financial planning programs in the nation.