ESSENTIAL PLANNING, LLC
SEC Form ADV profile.
Total regulatory AUM
$524,444,621
Discretionary
$524,444,621
Non-discretionary
$0
Firm details
- CRD number
- 106651
- SEC file number
- 801-51363
- Main office
- PORTSMOUTH, NH, United States
- Employees
- 11
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.