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ESSENTIAL PLANNING, LLC

Tel: 603-427-5164
500 Market Street, Unit 1d
Portsmouth, New Hampshire  03801

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ESSENTIAL PLANNING, LLC

ESSENTIAL PLANNING, LLC is a Portsmouth, New Hampshire based financial advisory firm with nearly $378,634,000 in assets under management and provides investment advisory services for 1676 clients. There are currently 9 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Selection for other advisors

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

106651

SEC#:

801-51363

No. of Clients:

1676

Assets under Management

$378,634,000

No. of Advisors:

9

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