Elijah Essa is a CFP-designated registered investment advisor at Essa Financial LLC, based in Louisville, KY, with 8 years of industry experience. Elijah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 38 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
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.
Contact
Elijah Essa
Location
1864 Frankfort Avenue, Suite #206, Louisville, KY, 40206
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Elijah works as a financial planner at Coats Financial Planning (nearly full-time), teaches financial planning at Western Kentucky University and the University of Louisville (about 10-20% of his time each), and serves on the Board of Directors of Washington Mutual Fire Insurance Association (minimal time). He is also working on his own financial planning business, Essa Financial LLC.
Employment History
Current Registrations
Essa Financial LLC
Previous Registrations
Coats Financial Planning
State Registrations1 state
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.
Exams
Additional Information
Elijah resides in Louisville with his wife, Sarah, and dogs, Landon and Korra. Aside from financial planning and teaching, Elijah spends his time frequenting local coffee shops, running (short distances) around his neighborhood, playing video games, watching the Minnesota Timberwolves, and of course, spending time with friends and family.