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ESSENTIAL PLANNING, LLC
CRD 106651File 801-51363
APPROVED
Retail clients
Custody
Disclosure events
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$524.4M
Above cohort median (national)
Discretionary AUM
$524.4M
Clients
573
2,207 accounts
Employees
11
Above cohort median in NH
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- BRO
- Registration date
- Mar 15, 1996
- Principal office
- 500 MARKET STREET, UNIT 1D, PORTSMOUTH, NH, 03801
- Phone
- 603-427-5164
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $524.4M
- Discretionary AUM
- $524.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 2,207
- Non-discretionary accounts
- 0
- Total accounts
- 2,207
- AUM per client
- $915K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 163 | $339.5M |
| Individuals (other than high net worth individuals) | 410 | $185.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11- Q11
- Q11D3
- Q11E1
- Q11E2
- Q11E3
- Q11E4
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.