Blake Essary
Blake Essary is a registered investment advisor at Stronghold Capital Partners LLC, based in Mesa, AZ, with 6 years of industry experience. Blake operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 393 clients with $33M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
In addition to Stronghold's 1% fee, sub-advisors may charge an additional 0.15% to 1% based on assets invested in their models. The annual fee is negotiable.
Fee Estimator
Location
Mesa, AZ
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Regulatory History (1)
Regulatory
December 2025Other Business ActivitiesSells Insurance
Blake is a real estate agent with JPAR Vantage since December 2020, dedicating minimal time to this activity. Blake is also a health insurance agent and co-owner of Stronghold Wealth Partners LLC, spending about 10-20% of his time on insurance-related activities and about a quarter of his time on Stronghold Wealth Partners.
Employment History
Current Registrations
Stronghold Capital Partners LLC
Previous Registrations
Calchoice Wealth Management LLC
State Registrations4 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.