Firm
Essential Investing
Phoenix, Arizona
Fee-only
Essential Investing at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 3 advisors are listed here.
- Its Form ADV reports 3 employees and 87 individual clients, 9 of them high net worth.
- Its average account is about $207,000 (assets it manages divided by its 259 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | essential-investing.com |
| [email protected] | |
| Phone | (602) 529-8925 |
Essential Investing fees
Essential Investing doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. 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
| Paid by | Percentage of assets |
|---|---|
| Assets managed | $54 million |
| Individual clients | 78 |
| High-net-worth clients | 9 |
| Accounts managed | 259 |
| Employees | 3 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | June 5, 2026 |
| SEC record | CRD 242790 |