ESSENTIAL PLANNING, LLC
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About the firm
Essential Planning, LLC is an investment advisory firm guided by the principle of responsive, personalized, and impeccable service built on trust. The firm excels at identifying and implementing strategies to help clients achieve their personal objectives in retirement, working as a coach to provide comprehensive, personalized financial management solutions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Estate and Trust Planning, Asset Preservation Strategies, Insurance Counseling, Financial Planning and Investment Advice, Philanthropy and Gift-Giving, Income Tax Planning, and Medicaid Planning.
Who they serve
Clients who have a wide variety of needs as they maneuver through a complex financial-services world, with a focus on those pursuing retirement goals.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 410 | $185M |
| High Net Worth Individuals | 163 | $339M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
8 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ESSENTIAL PLANNING, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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