Essa Financial LLC

Essa Financial LLC at a glance

• One of 65 fee-only firms based in Kentucky in the Wellspent graph.
• 1 advisor is listed here, who holds the CFP.
• Its Form ADV reports 1 employee and 38 individual clients, 22 of them high net worth.
• Its website says it's taking new clients.

Fee-only advisors in Kentucky · What fee-only advisors charge in Kentucky

Facts

Essa Financial LLC fees

Essa Financial LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Elijah Essa

  CFP · MSPFP · MSFP

Other fee-only firms in Louisville

• Graeter Wealth Advisors
• Highland Capital Advisors
• Kinson Wealth Group, LLC
• Lach Financial
• Legacy Financial Independent Advisors
• Pillar Financial Advisors, LLC
• Plentiful Wealth
• Ricketts Financial

Fee-only advisors in Kentucky