ESSENTIAL PLANNING, LLC
CRD #106651 SEC #801-51363 PORTSMOUTH, NH 603-427-5164
SEC Registered Disclosures
Total AUM
$439.7M
Discretionary
$439.7M
Employees
11
Clients
--
Accounts
1,995
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $439.7M | $439.7M | $0 | 11 | 9 |
| Mar 2024 | $378.6M | $378.6M | $0 | 9 | 31 |
| Mar 2023 | $310.4M | $310.4M | $0 | 9 | 47 |
| Oct 2022 | $332.6M | $332.6M | $0 | 7 | 55 |
| Apr 2022 | $332.6M | $332.6M | $0 | 7 | 55 |
| Mar 2022 | $332.6M | $332.6M | $0 | 7 | 55 |
| Jul 2021 | $275.4M | $272.7M | $2.7M | 7 | 48 |
| Mar 2021 | $275.4M | $272.7M | $2.7M | 7 | 48 |
| Jul 2020 | $226.4M | $169.4M | $57M | 9 | 54 |
| Jul 2020 | $227M | $170.4M | $56.6M | 9 | 54 |
| Mar 2020 | $227M | $170.4M | $56.6M | 9 | 54 |
| Apr 2019 | $178.7M | $135M | $43.7M | 8 | 22 |
| Mar 2019 | $178.7M | $135M | $43.7M | 8 | 22 |
| Mar 2018 | $184M | $110.8M | $73.3M | 8 | 22 |
| Mar 2017 | $144.5M | $51.6M | $93M | 7 | 375 |
| Jun 2016 | $97.5M | $0 | $97.5M | 8 | 350 |
| Mar 2016 | $97.5M | $0 | $97.5M | 8 | 350 |
| Dec 2015 | $112M | $0 | $112M | 3 | 400 |
| Apr 2015 | $112M | $0 | $112M | 3 | 400 |
| Apr 2014 | $163.1M | $0 | $163.1M | 5 | 400 |
| Mar 2013 | $117M | $0 | $117M | 5 | 300 |
| Mar 2012 | $137M | $0 | $137M | 1 | 300 |
| Mar 2011 | $108.1M | $0 | $108.1M | 5 | -- |
| Mar 2007 | $90.4M | $0 | $90.4M | 5 | -- |
| Mar 2006 | $68.6M | $0 | $68.6M | 5 | -- |
| Jul 2004 | $59.6M | $0 | $59.6M | 5 | -- |
| Mar 2002 | $79M | $0 | $79M | 5 | -- |
DateMar 2025
Total AUM$439.7M
Discretionary$439.7M
Non-Disc.$0
Employees11
Clients9
DateMar 2024
Total AUM$378.6M
Discretionary$378.6M
Non-Disc.$0
Employees9
Clients31
DateMar 2023
Total AUM$310.4M
Discretionary$310.4M
Non-Disc.$0
Employees9
Clients47
DateOct 2022
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees7
Clients55
DateApr 2022
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees7
Clients55
DateMar 2022
Total AUM$332.6M
Discretionary$332.6M
Non-Disc.$0
Employees7
Clients55
DateJul 2021
Total AUM$275.4M
Discretionary$272.7M
Non-Disc.$2.7M
Employees7
Clients48
DateMar 2021
Total AUM$275.4M
Discretionary$272.7M
Non-Disc.$2.7M
Employees7
Clients48
DateJul 2020
Total AUM$226.4M
Discretionary$169.4M
Non-Disc.$57M
Employees9
Clients54
DateJul 2020
Total AUM$227M
Discretionary$170.4M
Non-Disc.$56.6M
Employees9
Clients54
DateMar 2020
Total AUM$227M
Discretionary$170.4M
Non-Disc.$56.6M
Employees9
Clients54
DateApr 2019
Total AUM$178.7M
Discretionary$135M
Non-Disc.$43.7M
Employees8
Clients22
DateMar 2019
Total AUM$178.7M
Discretionary$135M
Non-Disc.$43.7M
Employees8
Clients22
DateMar 2018
Total AUM$184M
Discretionary$110.8M
Non-Disc.$73.3M
Employees8
Clients22
DateMar 2017
Total AUM$144.5M
Discretionary$51.6M
Non-Disc.$93M
Employees7
Clients375
DateJun 2016
Total AUM$97.5M
Discretionary$0
Non-Disc.$97.5M
Employees8
Clients350
DateMar 2016
Total AUM$97.5M
Discretionary$0
Non-Disc.$97.5M
Employees8
Clients350
DateDec 2015
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees3
Clients400
DateApr 2015
Total AUM$112M
Discretionary$0
Non-Disc.$112M
Employees3
Clients400
DateApr 2014
Total AUM$163.1M
Discretionary$0
Non-Disc.$163.1M
Employees5
Clients400
DateMar 2013
Total AUM$117M
Discretionary$0
Non-Disc.$117M
Employees5
Clients300
DateMar 2012
Total AUM$137M
Discretionary$0
Non-Disc.$137M
Employees1
Clients300
DateMar 2011
Total AUM$108.1M
Discretionary$0
Non-Disc.$108.1M
Employees5
Clients--
DateMar 2007
Total AUM$90.4M
Discretionary$0
Non-Disc.$90.4M
Employees5
Clients--
DateMar 2006
Total AUM$68.6M
Discretionary$0
Non-Disc.$68.6M
Employees5
Clients--
DateJul 2004
Total AUM$59.6M
Discretionary$0
Non-Disc.$59.6M
Employees5
Clients--
DateMar 2002
Total AUM$79M
Discretionary$0
Non-Disc.$79M
Employees5
Clients--