Wealth Manager
    SEC Registered
    Manages Private Funds

    Essential Planning, LLC

    Registered investment advisor · Portsmouth, New Hampshire · CRD #106651

    Assets Under Management
    $524M
    Client Accounts
    2,207
    Employees
    11
    CRD Number
    106651
    Registration
    SEC Registered
    Custodian
    Charles Schwab & Co., Inc.

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Essential Planning, LLC

    Essential Planning, LLC is a registered investment advisory firm established in 1996, headquartered in Portsmouth, NH, offering comprehensive financial advice. It is registered with the SEC and complies with state securities regulations.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

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    Frequently Asked Questions

    What is Essential Planning, LLC's AUM?

    Essential Planning, LLC reports approximately $524M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Essential Planning, LLC headquartered?

    Essential Planning, LLC is headquartered in Portsmouth, New Hampshire.

    What is Essential Planning, LLC's CRD number?

    Essential Planning, LLC's CRD number is 106651. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Essential Planning, LLC manage?

    Essential Planning, LLC manages approximately 2,207 client accounts according to its latest SEC filing.

    Is Essential Planning, LLC SEC registered?

    Yes, Essential Planning, LLC is registered with the SEC as an investment adviser with an approved registration status.

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