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 organized as an LLC and operating as a capital allocator for individuals and families. The firm provides comprehensive financial planning, portfolio management for individuals and small businesses, and selects third-party advisers when appropriate. Its fee arrangements include AUM-based fees, hourly billing, and fixed fees. Essential Planning identifies as an active ESG investor and uses external managers to access non-traditional exposures.
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
Paul Doran
Investment Advisor RepresentativeCRD 4522180
Andrew Lord
PresidentCRD 1289303
Hunter Lord
Investment Advisor RepresentativeCRD 7074796
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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