Essential Investment Partners, Llc
- Regulatory AUM
- $223M
- Discretionary
- $213M
- Clients
- 79
- Avg AUM / client
- $2.8M
- Accounts
- 276
- Employees
- 3
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Mar 30, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 23 | $10.6M | 4.74% |
| High net worth individuals | 54 | $201M | 90.1% |
| Charitable organizations | 2 | $11.6M | 5.21% |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jonathan Frederick Zeschin | President & Treasurer | CFP | Oct 2002 (24y) | ≈ 37.5% – 75% via Essential Advisers, Inc. |
| Michael Kenneth Haines | Partner, Chief Investment Officer | Jan 2017 (10y) | ≈ 37.5% – 75% via Maurer & Associates Capital Management, Inc. | |
| Sumner, Kelly, Ann | Chief Compliance Officer | Jan 2021 (6y) | Less than 5% |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Essential Advisers, Inc. | Member | Feb 2009 | A | 50% – 75% |
| Maurer & Associates Capital Management, Inc. | Member | Jan 2019 | A | 50% – 75% |
Estimated effective ownership (look-through of filed bands):
- Jonathan Frederick Zeschin: 75% – 100% of Essential Advisers, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
- Michael Kenneth Haines: 75% – 100% of Maurer & Associates Capital Management, Inc. × 50% – 75% direct ≈ 37.5% – 75% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/30/2026 | 908 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Selection of other advisers
- • Publication of periodicals or newsletters
Custody
Reported custodians
- TD Ameritrade $66.6M (51% of AUM) Oct 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 30, 2026.
View current Form ADV (SEC/IAPD) ↗