Joshua James
Essential Investing · Phoenix, Arizona
Joshua James is a fee-only financial advisor at Essential Investing in Phoenix, Arizona. Joshua 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 8271130 |
| Exams passed | Series 65 (2026) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.essential-investing.com |
How Joshua'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 Joshua
Is Joshua James a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua 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 Joshua charge for financial advice?
Joshua charges a percentage of assets.
Where is Joshua James based?
Joshua James is based in Phoenix, Arizona.
Is Joshua James registered with the SEC?
Yes. Joshua James is registered as an investment adviser representative in AZ (CRD 8271130), 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 Joshua James?
Through Joshua'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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