Paul Doran
Essential Planning · Portsmouth, New Hampshire
Paul Doran is a fee-only financial advisor at Essential Planning in Portsmouth, New Hampshire. Essential Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Essential Planning |
|---|---|
| Based in | Portsmouth, New Hampshire |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $524.4M across 2,207 accounts |
| SEC registration | Investment adviser representative in MA, ME, NH · CRD 4522180 |
| Exams passed | Series 63 (2002) · Series 65 (2005) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.essential-planning.com |
How Paul's firm compares
- Essential Planning's average account is about $238,000, from its Form ADV (assets managed divided by 2,207 accounts).
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Questions about Paul
Is Paul Doran a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Paul holds no broker registration, and Essential Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Paul charge for financial advice?
Paul's firm, Essential Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Paul Doran based?
Paul Doran is based in Portsmouth, New Hampshire.
Is Paul Doran registered with the SEC?
Yes. Paul Doran is registered as an investment adviser representative in MA, ME and NH (CRD 4522180), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Essential Planning manage?
Essential Planning reports $524.4M across 2,207 accounts in assets under management.
How do I contact Paul Doran?
Through Paul's website, www.essential-planning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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