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ESSENTIAL PLANNING, LLC

CRD 106651 · SEC 801-51363

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500 MARKET STREET, UNIT 1D, PORTSMOUTH, NH, 03801, United States

Phone

603-427-5164

Fax

603-427-5170

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$524.4M

Discretionary AUM

$524.4M

Team

11 total employees; 3 advisory reps; 8 broker-dealer reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-03-23

Disciplinary history

Yes

Services

Financial planningPortfolio management (individuals)Selection of other advisers

Client types

TypeClientsAUM
Individuals410$185.0M
High net worth individuals163$339.5M

States served

VT, CA, LA, ME, MA, NY, TX, NH, FL

All web addresses on file

Official SEC filing: View on IAPD