ESSENTIAL PLANNING, LLC
Portsmouth, New Hampshire
Essential Planning, LLC, a small investment advisory firm headquartered in Portsmouth, NH, specializes in providing comprehensive financial planning and investment management services. With a team of nine dedicated professionals, including three experienced investment advisors, they deliver tailored solutions to their diverse clientele.
Their exceptional performance is evident in their impressive average of $2,614,240,000 in assets under management per investment advisor, which significantly surpasses industry standards. This achievement can be attributed to their diligent approach, deep expertise, and commitment to delivering ex...
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Assets Under Mgmt
$310.37M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have caused investement-related business to lose authorization denied by federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Self-regulatory organization found you made a false statement or omission
Found to have been involved in a violation of self-regulatory organizations rules
Business denied, suspended, revoked, or restricted by self-regulatory organization or commodities exchange
Disciplined by self-regulatory organization or commodities exchange
Articles
Articles
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