Home
Financial Advisor
New Hampshire
Portsmouth
ESSENTIAL PLANNING, LLC

ESSENTIAL PLANNING, LLC

Tel: 603-427-5164 500 Market Street, Unit 1d Portsmouth, New Hampshire 03801

About ESSENTIAL PLANNING, LLC

ESSENTIAL PLANNING, LLC is a Portsmouth, New Hampshire based financial advisory firm with nearly $378,634,000 in assets under management and provides investment advisory services for 1676 clients. There are currently 9 financial advisors at the firm.

General Information
Firm CRD#:

106651

Firm SEC#:

801-51363

Assets Under Management:

$378,634,000

No. of Clients:

1676

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses
Selection for other advisors

Find & Compare Top Financial Advisors in your area

A better way to find the right financial advisor

Are you a Financial Advisor in New Hampshire?

Active investors submitted requests in your area.
Do you qualify to be in our network and get matched?

Top Financial Advisory Firms in New Hampshire, Portsmouth

FirmCRD#:160066
SEC#:801-73612
No. of Advisors:18
No. of Clients:4
AUM:$12,092,862,376
FirmCRD#:106455
SEC#:801-37429
No. of Advisors:129
No. of Clients:70
AUM:$10,409,452,909
FirmCRD#:114335
SEC#:801-8517
No. of Advisors:113
No. of Clients:19
AUM:$9,643,533,263
FirmCRD#:288300
SEC#:801-110455
No. of Advisors:45
No. of Clients:1858
AUM:$3,108,813,749
FirmCRD#:116176
SEC#:801-61288
No. of Advisors:30
No. of Clients:2188
AUM:$2,104,334,424
FirmCRD#:106126
SEC#:801-44524
No. of Advisors:5
No. of Clients:190
AUM:$1,514,041,032
FirmCRD#:330698
SEC#:801-130380
No. of Advisors:1
No. of Clients:1
AUM:$1,396,569,716
FirmCRD#:106664
SEC#:801-47437
No. of Advisors:5
No. of Clients:487
AUM:$1,270,956,000
FirmCRD#:120870
SEC#:801-64808
No. of Advisors:23
No. of Clients:4048
AUM:$1,109,715,192
FirmCRD#:150138
SEC#:801-70154
No. of Advisors:8
No. of Clients:691
AUM:$774,040,243
FirmCRD#:284480
SEC#:801-120465
No. of Advisors:8
No. of Clients:633
AUM:$457,305,856
FirmCRD#:170442
SEC#:801-80056
No. of Advisors:12
No. of Clients:1313
AUM:$408,117,485
FirmCRD#:105151
SEC#:801-8915
No. of Advisors:3
No. of Clients:408
AUM:$402,797,488
FirmCRD#:128868
SEC#:801-123374
No. of Advisors:12
No. of Clients:989
AUM:$379,824,260

WiserAdvisor
WiserAdvisor is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. WiserAdvisor matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. WiserAdvisor, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.
Home
FAQs
Advisor Program
Affiliate Program
Privacy Policy
Terms & Conditions
Disclosure
© Copyright 2026 WiserAdvisor.com. All Rights Reserved.