Jarrod Rice
Essential Investing · Phoenix, Arizona
Jarrod Rice is a fee-only financial advisor at Essential Investing in Phoenix, Arizona. Jarrod charges a percentage of assets.
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Facts
| Firm | Essential Investing |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $53.5M across 259 accounts |
| SEC registration | Investment adviser representative in AZ · CRD 8203091 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.essential-investing.com |
How Jarrod's firm compares
- Essential Investing's average account is about $207,000, from its Form ADV (assets managed divided by 259 accounts).
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Questions about Jarrod
Is Jarrod Rice a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jarrod holds no broker registration, and Essential Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jarrod charge for financial advice?
Jarrod charges a percentage of assets.
Where is Jarrod Rice based?
Jarrod Rice is based in Phoenix, Arizona.
Is Jarrod Rice registered with the SEC?
Yes. Jarrod Rice is registered as an investment adviser representative in AZ (CRD 8203091), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Essential Investing manage?
Essential Investing reports $53.5M across 259 accounts in assets under management.
How do I contact Jarrod Rice?
Through Jarrod's website, www.essential-investing.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Essential Investing website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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