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).

By the Numbers
  • Total Assets Under Management
    97
    MILLION
  • Total Number of Accounts
    884
    ACCOUNTS
  • Average Account Value
    $110,247
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH

Financial Advisors at Essential Planning, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Paul R. Doran
CRD#: 4522180
500 Market Street, Building 1, Suite D, Portsmouth, NH 03801
93
Wealthminder
score

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.

2
Justin P. Nadeau
CRD#: 5863718
Portsmouth, NH
87
Wealthminder
score

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.

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