Essential Planning, LLC
Essential Planning, LLC is an SEC-registered mass-market adviser in Portsmouth, NH with $524.4M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Essential Planning, LLC: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 106651, SEC 801-51363, data through 2026-03-23.
- AUM (assets under management / regulatory AUM)
- $524.4M (2026-03-23)
- Firm type
- Mass-Market Adviser
- Location
- Portsmouth, NH
- Employees
- 11
- Clients
- 573
- CRD
- 106651
- Ownership
- LORD, ANDREW, CHARLES; LORD, ANDREW CHARLES
How much AUM does Essential Planning, LLC have?
Essential Planning, LLC reported $524.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-23).
Who owns Essential Planning, LLC?
Disclosed owners and executives of Essential Planning, LLC include LORD, ANDREW, CHARLES, LORD, ANDREW CHARLES. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.