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).
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Total Assets Under Management379MILLION
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Total Number of Accounts1,676ACCOUNTS
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Average Account Value$225,915
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
FL, MA, ME, NH, NY, TX, VT
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.
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.
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.