Essential Partners LLC

Essential Partners LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Rancho Santa Fe, California. On its latest Form ADV, filed March 30, 2026, it reports $401M in regulatory assets under management, 56 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	315959 · SEC file 801-126327
Office	16950 Via de Santa Fe Suite 5060-175 Rancho Santa Fe, CA 92067
Phone	(213) 878-0074
Website	essentialp.com
Regulatory assets under management	$401M
Individual clients	0 non-high-net-worth, 56 high-net-worth
Financial planning clients	0
How it charges	Percentage of assets, Fixed fee
Services	Financial planning, Portfolio management
Employees	2
Disciplinary disclosures	None reported
Latest Form ADV filing	March 30, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Rancho Santa Fe

• American Money Management, LLC $844M
• Fairbanks Capital Management, Inc. $211M
• Dark Horse Advisors LLC $182M
• Scsc Advisors, LLC $158M
• Bull Oak Capital, LLC $262M
• Leedom Asset Management, Inc. $75M

See all 7 fee-only advisers in Rancho Santa Fe →

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