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
This firm has regulatory disclosures on file.
View disclosures
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- New Hampshire
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 6, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| LORD, ANDREW CHARLES | DE | SOLE PROPRIETOR | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CCO | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CCO | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
| LORD, ANDREW, CHARLES | I | MEMBER, CHIEF COMPLIANCE OFFICER | E | Control |
Registrations
Federal
IA
Mar 6, 2025 REGISTERED
Notice Filings (16)
AZ CA CT FL GA KS MA MD ME NH NJ NY SC TX VA VT
Address
500 MARKET STREET, UNIT 1DPORTSMOUTH, NH 03801
United States
Phone: 603-427-5164