Firm
Essential Investment Partners
Englewood, Colorado
Fee-only
Essential Investment Partners at a glance
- One of 336 fee-only firms based in Colorado in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 3 employees and 77 individual clients, 54 of them high net worth.
- Its average account is about $808,000 (assets it manages divided by its 276 accounts).
- Its ongoing planning fee starts at $10,000 a year, above the Colorado median of $6,000.
Fee-only advisors in Colorado · What fee-only advisors charge in Colorado
Facts
| Based in | Englewood, Colorado |
|---|---|
| Website | essentialinvestment.com |
| [email protected] | |
| Phone | (303) 333-8498 |
Essential Investment Partners fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $10,000 a year |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets |
In the firm's words
"Our standard fee is 1% per annum on assets up to $2 million" source
"The minimum annual fee is $10,000." source
"Our standard fee is 1% per annum on assets up to $2 million, 0.75% per annum on the next $3 million" source
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 | $223 million |
| Individual clients | 23 |
| High-net-worth clients | 54 |
| Accounts managed | 276 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-70121) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 149509 |