Brendan White is a CFP-designated registered investment advisor at Essential Partners LLC, based in Denver, CO, with 6 years of industry experience. Brendan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 39 clients with $330M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Essential Partners manages your investments for an annual fee based on the value of your portfolio. The specific fee ranges from 0.75% to 1.25% of your portfolio's value. The exact fee will be agreed upon in writing before you start.
Location
Denver, CO
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Essential Partners LLC
Previous Registrations
Cerity Partners LLC
Janiczek Wealth Management
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.