Essential Planners
Essential Planners (CRD# 271037) is a financial advisory firm headquartered in San Diego, CA. They manage $50,951,921 in 175 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
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Total Assets Under Management51MILLION
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Total Number of Accounts175ACCOUNTS
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Average Account Value$291,154
Compensation Options
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA
Financial Advisors at Essential Planners
No Advisor Found.
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