Essential Planning, LLC
Essential Planning, LLC (CRD# 106651) is a financial advisory firm headquartered in Portsmouth, NH. They manage $97,458,140 in 884 accounts and serve the financial needs of clients across 4 states (or territories).
Total Assets Under Management97MILLION
Total Number of Accounts884ACCOUNTS
Average Account Value$110,247
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
FL, MA, ME, NH
Paul Doran (CRD# 4522180) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has over 14 years of experience in the finance industry.
Justin Nadeau (CRD# 5863718) is an Investment Advisor Representative working at Essential Planning, LLC in Portsmouth, NH and has 1 year of experience in the finance industry.