ESSENTIAL PLANNING, LLC

PORTSMOUTH, New Hampshire·1 registered advisor·CRD# 106651
SEC# 801-513631603-427-5164
01

Firm Overview

AUM
$379M
Regulatory assets under management
Employees
9
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ESSENTIAL PLANNING, LLC

1 registered advisor
Andrew Charles Lord
PORTSMOUTH, New Hampshire
05

Office Locations

PORTSMOUTH, New Hampshire
1 advisor

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Data sourced from SEC Form ADV filings. ESSENTIAL PLANNING, LLC (CRD# 106651) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.