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 registered investment adviser organized as an LLC and in operation since 1996. The firm serves individual and family clients and functions as a capital allocator, engaging third-party managers when appropriate. Its advisory scope centers on financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. Fee arrangements include percentage-of-AUM billing as well as hourly and fixed-fee engagements. The firm identifies as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
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 3ANDREW 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 64Active vs passive
$300M in ETFs
47%
$142M
52%
$158M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TOTAL BOND MARKET INDEX FUND (BND) | Vanguard | Passive | Intermediate Core Bond | $52.7M | 716,173 | 17.55% |
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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