Jonathan Zeschin
Essential Investment Partners · Englewood, Colorado
Jonathan Zeschin is a fee-only financial advisor at Essential Investment Partners in Englewood, Colorado, who holds the CFP credential. Jonathan charges a percentage of assets (ongoing planning from $10,000 a year and 1% a year on the first tier of assets managed) and focuses on founders (pre-exit).
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Specialties
Who they serve
- Retirees
Facts
| Firm | Essential Investment Partners |
|---|---|
| Based in | Englewood, Colorado |
| Fee model | Percentage of assets |
| Fees (firm's website) | Ongoing planning from $10,000 a year · 1% a year on the first tier of assets managed |
| Assets under management | $223.0M across 276 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 1440991 |
| Exams passed | Series 63 (1987) · Series 65 (2001) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.essentialinvestment.com |
| Profile |
How Jonathan's firm compares
- Ongoing planning starts at $10,000 a year, above the Colorado median of $6,000 for fee-only firms that publish prices.
- Essential Investment Partners's average account is about $808,000, from its Form ADV (assets managed divided by 276 accounts).
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Questions about Jonathan
Is Jonathan Zeschin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Essential Investment Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jonathan charge for financial advice?
Jonathan charges a percentage of assets.
How much does Jonathan charge?
According to Essential Investment Partners's website, checked October 30, 2026: ongoing planning from $10,000 a year; 1% a year on the first tier of assets managed.
Where is Jonathan Zeschin based?
Jonathan Zeschin is based in Englewood, Colorado.
What does Jonathan specialize in?
Jonathan's specialties include founders (pre-exit). Jonathan works with retirees.
What credentials does Jonathan Zeschin hold?
Jonathan Zeschin holds the CFP credential.
Is Jonathan Zeschin registered with the SEC?
Yes. Jonathan Zeschin is registered as an investment adviser representative in CO and TX (CRD 1440991), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Essential Investment Partners manage?
Essential Investment Partners reports $223.0M across 276 accounts in assets under management.
How do I contact Jonathan Zeschin?
Through Jonathan's website, www.essentialinvestment.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 Investment Partners 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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