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Home > Retirement Planners > new hampshire > portsmouth > ESSENTIAL PLANNING, LLC
ESSENTIAL PLANNING, LLC
500 Market Street, Unit 1d
Portsmouth, New Hampshire 03801
Tel: 603-427-5164
About ESSENTIAL PLANNING, LLC
ESSENTIAL PLANNING, LLC, formally registered with the SEC as ESSENTIAL PLANNING, LLC. The firm was established in 03/15/1996. They have over 2 offices throughout the country.
ESSENTIAL PLANNING, LLC is a Portsmouth, New Hampshire based Financial Planning firm with nearly $378,634,000 assets under management, offering retirement planning & investment advisory services to 1676 clients. The firm is staffed with 9 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 106651 |
| SEC# | 801-51363 |
| Assets Managed by Firm | $378,634,000 |
| No. of Clients | 1676 |
| No. of Advisors | 9 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 1676 | $378,634,000 |
| Individuals (other than high net worth individuals) | 341 | $180,233,100 |
| High net worth individuals | 172 | $198,400,900 |
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|---|---|---|---|
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