Essential Financial Ltd

Essential Financial Ltd (CRD# 140080) is a financial advisory firm headquartered in Kailua, HI. They manage $5,187,093 in 21 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    21
    ACCOUNTS
  • Average Account Value
    $247,004
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

HI

Financial Advisors at Essential Financial Ltd
Showing 1 - 1 of 1 top financial advisors.
1
Carolyn Y. Santo
CRD#: 1056979
Kailua, HI
96
Wealthminder
score

Carolyn Santo (CRD# 1056979) is an Investment Advisor Representative working at Essential Financial Ltd in Kailua, HI and has over 33 years of experience in the finance industry. Carolyn Santo has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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