Essential Planning, LLC
Firm details
- Headquarters
- Portsmouth, New Hampshire
- CRD number
- 106651
- Registered since
- March 15, 1996
- Website
- www.essential-planning.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI64.73%
- Individuals35.27%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Essential Planning, LLC is an independent, SEC-registered RIA founded in 1996 and structured as an LLC with individual ownership. The firm serves primarily individual and family clients and provides financial planning, portfolio management for individuals and small businesses, and manager selection. Compensation is a mix of AUM-based fees, hourly charges, and fixed fees. The firm reports being an active ESG investor and acts as a capital allocator when selecting outside managers.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- Exchange Traded Equities18%
- Cash & Cash Equivalents11%
- US Government Bonds1%
Contacts
3 of 3
Andrew Lord
PresidentCRD 1289303
Hunter Lord
Investment Advisor RepresentativeCRD 7074796
Paul Doran
Investment Advisor RepresentativeCRD 4522180
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 65Active vs passive
$338M in ETFs
45%
$152M
55%
$186M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY MARKET ETF (DFAU) | Dimensional | Active | Large Blend | $55.7M | 1,077,468 | 16.46% |
Location
Portsmouth, NH
Rockingham
Location
Portsmouth, NH
Headquartered in Portsmouth, NH, anchoring the Boston-Worcester-Providence, MA-RI-NH-CT metro in the Northeast.
- Metro area
- Boston-Worcester-Providence, MA-RI-NH-CT
- Region
- Northeast
- County
- Rockingham
- Address
- 500 Market St
- Time zone
- ET (UTC-5)
- Office locations
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