Essa Financial provides financial planning and investment advice to individuals, trusts, estates, and small businesses. Essa Financial is a fee-only firm and does not sell any investment products or receive commissions. The firm advises on cash flow, college planning, retirement planning, tax planning, and estate planning. Clients make the final decisions on investment selections. Essa Financial does not act as a custodian of client assets.
Assets Under ManagementN/A
Clients38
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Essa Financial does not operate using the Assets Under Management (AUM) model. However, the firm may maintain advisor relationships with various institutions, which allows the firm to assist clients with their investments.
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