Essential Planning, LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Portsmouth, NH. Its latest Form ADV filing, dated March 23, 2026, reports $524M in regulatory assets under management, 11 employee, 1 office, and 2,207 accounts.
Assets Under Management
$524M
Employees
11
Offices
1 office
Total Clients
573
Primary office
PORTSMOUTH, NH
500 MARKET STREET, UNIT 1D, PORTSMOUTH, NH, United States
Portfolio management for individuals and small businesses
Selection of other advisers
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 71.6% of total clients.
Top client categories% of clientsClients
1
Individuals
71.6%
410
2
HNWI
28.4%
163
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$524Mas of March 23, 2026
Discretionary100.0%
$524M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$524M
Total Accounts2,207
10Y AUM Change+$380M (+262.9%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee52:1
10Y Employee Change+4 (+57.1%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.