Essential Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, estate planning, insurance, and tax planning. Financial planning was provided to 1–10 clients last fiscal year.
Essential Investment Partners reports 79 clients. They include 54 high-net-worth individuals, 23 individual clients and 2 charitable organizations. Of its assets, 95.5% ($213M across 275 accounts) are managed with discretion; $9.97M across 1 account is not. It advised 79 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 29% | 5% |
| High-net-worth individuals | 68% | 90% |
| Charitable organizations | 3% | 5% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 23 | $10.6M | 4.7% | $459K |
| High-net-worth individuals | 54 | $201M | 90.1% | $3.72M |
| Charitable organizations | Fewer than 5 | $11.6M | 5.2% | $5.8M |
| Total | 79 | $223M | 100% | — |
- Clients
- 23
- Regulatory AUM
- $10.6M
- AUM share
- 4.7%
- Avg. per client
- $459K
- Clients
- 54
- Regulatory AUM
- $201M
- AUM share
- 90.1%
- Avg. per client
- $3.72M
- Clients
- Fewer than 5
- Regulatory AUM
- $11.6M
- AUM share
- 5.2%
- Avg. per client
- $5.8M
Total
- Clients
- 79
- Regulatory AUM
- $223M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 79
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Essential Investment Partners is paid through a percentage of assets under management. The reviewed brochures do not disclose an asset-based fee rate. Read the SEC-filed brochure. The brochure also prices one other service, listed under fee details.
Fee details and sources
Other fees
- Wealth management consulting
- Consulting outside the advisory services is typically billed hourly at rates agreed in advance under a separate contract.
Essential Advisers, Inc. owns 50% to 75% of Essential Investment Partners and is in turn owned by Jonathan Zeschin (75% or more). Jonathan Zeschin is CEO; the leadership team includes Chief Investment Officer Michael Haines and Chief Compliance Officer Kelly Sumner. It has 3 employees, 2 of them in advisory roles.
Staff
- 3 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 50% to 75% of Essential Investment Partners, LLC
Essential Advisers, Inc.
Control person · since February 2009
- Owns 75% or more of Essential Advisers, Inc.
Jonathan Zeschin
Control person · since October 2002
- Owns 50% to 75% of Essential Investment Partners, LLC
Maurer & Associates Capital Management, Inc.
Control person · since January 2019
- Owns 75% or more of Maurer & Associates Capital Management, Inc.
Michael Haines
Control person · since January 2017
Essential Investment Partners’ regulatory assets grew from $194M (March 2021) to $223M (March 2026); clients were 79 in both filings and employees were 3 in both filings.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | StaffEmployees | Offices |
|---|---|---|---|---|
| Mar 2026March 2026 | $223M | 79 | 3 | 1 |
| Mar 2025March 2025 | $202M | 77 | 3 | 1 |
| Mar 2024March 2024 | $190M | 80 | 3 | 1 |
| Mar 2023March 2023 | $168M | 79 | 4 | 1 |
| Mar 2022March 2022 | $218M | 87 | 4 | 1 |
| Mar 2021March 2021 | $194M | 80 | 3 | 1 |
Besides its headquarters, Essential Investment Partners has 0 offices, with 1 listed address in 1 state.
Colorado · 1 listed address
- 7887 E Belleview Ave, Suite 1275, EnglewoodHQ
Contact and registration details
- Legal name
- Essential Investment Partners, LLC
- Headquarters
- 7887 E Belleview Ave, Suite 1275, Englewood, CO 80111
- Website
- essentialinvestment.com
- Phone
- 303-333-8498
- @1174377
- SEC file
- 801-70121
- Structure
- Colorado LLC
- Fiscal year end
- December
Essential Investment Partners has custody of $172M for 66 clients.
At year end, Essential Investment Partners’ separately managed accounts were largely in funds (49%) and stocks (41%). Its reported 13F holdings for the quarter ended 30 June 2026 total $125M across 312 positions; the largest are Bloom Energy Corp. (5.3%), Apple Inc. (4.7%) and United Rentals Inc. (4.2%).
What the accounts hold
- Stocks41%
- Funds49%
- Bonds5%
- Cash4%
Filed values cover 99%. The neutral 1% gap has no reported category.
How many clients does Essential Investment Partners have?
Essential Investment Partners has 79 clients and manages $223 million for them, as of March 2026. They include 54 high-net-worth individuals, 23 individual clients and 2 charitable organizations.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 30 March 2026
What services does Essential Investment Partners offer?
Essential Investment Partners provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, selecting other managers, publishing newsletters, estate planning, insurance, and tax planning.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file; Part 2A brochure, Item 4
How many financial advisors does Essential Investment Partners have?
Essential Investment Partners has 2 investment adviser representatives registered with state securities authorities, out of 3 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Essential Investment Partners invest in?
At the end of its last fiscal year, Essential Investment Partners’ separately managed accounts held 49% registered funds (mutual funds, ETFs, BDCs), 41% exchange-traded equities, 5% investment grade corporate bonds and 4% cash and equivalents.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Essential Investment Partners?
Essential Investment Partners is owned through holding companies by Jonathan Zeschin and Michael Haines. Its direct owners are Essential Advisers, Inc. (50% to 75%) and Maurer & Associates Capital Management, Inc. (50% to 75%).
Source: Form ADV Part 1A, Schedules A and B, filed 30 March 2026
How does Essential Investment Partners get paid?
Essential Investment Partners is paid through a percentage of assets under management. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
How do I contact Essential Investment Partners?
Essential Investment Partners’ main office is at 7887 E Belleview Ave, Suite 1275, Englewood, CO 80111. Its phone number is 303-333-8498. Its website is essentialinvestment.com.