ESSENTIAL PLANNING, LLC

500 Market Street, Unit 1d
Portsmouth, New Hampshire 3801
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 $310,367,487 assets under management, offering retirement planning & investment advisory services to 1618 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	$310,367,487
No. of Clients	1618
No. of Advisors	9

Fee Structure

A Percentage of AUM
Hourly charges
Fixed Fees

Advisory Services Provided

Financial Planning
Portfolio Management for Individuals

Firm Client Information

	No. of Clients	AUM
Firm Total	1618	$310,367,487
Individuals (other than high net worth individuals)	337	$118,818,796
High net worth individuals	151	$191,548,691

Inquire with ESSENTIAL PLANNING, LLC

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