Firm
Essential Planning
Portsmouth, New Hampshire
Fee-only
Essential Planning at a glance
- One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 11 employees and 573 individual clients, 163 of them high net worth.
- Its average account is about $238,000 (assets it manages divided by its 2,207 accounts).
Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire
Facts
| Based in | Portsmouth, New Hampshire |
|---|---|
| Website | essential-planning.com |
| Phone | (603) 427-5164 |
Essential Planning fees
Essential Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $524 million |
| Individual clients | 410 |
| High-net-worth clients | 163 |
| Accounts managed | 2,207 |
| Employees | 11 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-51363) |
| Financial planning | Offered |
| Form ADV filed | March 23, 2026 |
| SEC record | CRD 106651 |