Essential Planning, LLC

Essential Planning, LLC (CRD# 106651) is a financial advisory firm headquartered in Portsmouth, NH. They manage $378,634,000 in 1,676 accounts and serve the financial needs of clients across 7 states (or territories).

Current Firm Details
500 Market Street, Unit 1d, Portsmouth, NH 03801
http://www.essential-planning.com
By the Numbers
  • Total Assets Under Management
    379
    MILLION
  • Total Number of Accounts
    1,676
    ACCOUNTS
  • Average Account Value
    $225,915
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, NY, TX, VT

Financial Advisors at Essential Planning, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Paul Doran, financial advisor Portsmouth NH
Paul R. Doran
CRD#: 4522180
500 Market Street, Building 1, Suite D, Portsmouth, NH 03801

Paul Doran (CRD# 4522180) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has over 21 years of experience in the finance industry.

2
Andrew Lord, financial advisor Portsmouth NH
Andrew C. Lord
CRD#: 1289303
500 Market Street, Suite 1d, Portsmouth, NH 03801

Andrew Lord (CRD# 1289303) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has over 17 years of experience in the finance industry.

3
Hunter Lord, financial advisor Portsmouth NH
Hunter C. Lord
CRD#: 7074796
500 Market Street, Unit 1d, Portsmouth, NH 03801

Hunter Lord (CRD# 7074796) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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