$524.4M Total AUM
$524.4M Disc. AUM
19.7% 3Y CAGR
11 Employees
581 ADV. Clients
30 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company · Fidelity/NFS · TD Ameritrade
- Clients
- Retail
- Platforms
- Unison ember
- Established Date
- 03-15-1996
- Office Locations
- 1
Office Locations
500 Market Street Suite 1D Portsmouth NH
About Essential Planning, LLC
Essential Planning, LLC is a Portsmouth, NH wealth management and financial planning firm providing planning-led advice, asset management, and insurance, retirement, tax, and estate planning support. Portfolios commonly use public funds, including ETFs and mutual funds, with an asset-allocation approach. The practice works with major custodians such as Schwab and Fidelity and uses eMoney for planning workflows.
Team overview
28 AVG AGE
$174.8M AVG AUM / ADVISOR
$902.7K AVG AUM / CLIENT
16.7 yrs AVG TENURE
11 Employees
3 Advisory Reps
3 RIA Reps
30yrs Firm Age
Insights
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Asset Classes
Summit Summit oak Timber optima Quantum Vertex Radial vertex
Custodian
Vertex insight Pathway signal Vertex catalyst Alpha Radial bridge Optima Momentum harbor Wave
Investment Themes
Atlas Vertex Legacy Glacier
Investment Vehicles
Zenith oak Harbor vertex
Platform
Summit
Services
Timber crest Timber ember Summit frontier Horizon Horizon radial Prime timber
Technology
Optima alpha
Owner & Executives
A
ANDREW CHARLES LORD
Chief Compliance Officer, Owner
- CRD
- #1289303
- Ownership
- 75% or more
(951) 784-4289
crest.foundation@atlascapital.com
in linkedin.com/in/timber-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
P
PAUL RAYMOND DORAN
Investment Advisor Representative
- CRD
- #4522180
(388) 212-2128
summit.signal@primecapital.com
in linkedin.com/in/vector-capital
H
Hunter Charles Thomas Lord
--
- CRD
- #7074796
(289) 662-9269
insight.catalyst@radialcapital.com
in linkedin.com/in/foundation-oak
Showing 2 of 3 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $524,444,621 | $237,628 |
| Non-Discretionary | $0 | -- |
| Total | $524,444,621 | $237,628 |
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Separately Managed Accounts
Total SMA Asset: $524,444,621
Public Funds:
16.8% Equity - Exchange:
20.5% Cash:
28.4% U.S. Government/Agency:
34.3% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,249,216,245 | 16.8% |
| Equity - Exchange | $1,524,341,251 | 20.5% |
| Cash | $2,111,770,319 | 28.4% |
| U.S. Government/Agency | $2,550,483,167 | 34.3% |
| Total | $7,435,810,982 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| PRIME VALUE PRIME | OAK ATLAS | SZ7A17KY5 | BMLH | 12.59% | $117,064,057 |
| RIDGE OAK | FOCUS EMBER | Q5ZOKX4F5 | QGV | 10.08% | $115,057,695 |
| RADIAL PRIME CATALYST | SIGNAL FOCUS | 7X1FK25GP | CGVAW | 7.07% | $50,912,721 |
| EAGLE ELEMENT ZENITH | MATRIX MOMENTUM | F6V96JW7Y | IOR | 8.81% | $91,846,039 |
| FUSION ELEMENT RADIAL | WAVE EMBER | 0L8L6WN5H | HHE | 9.75% | $24,223,031 |
| CATALYST UNISON MERIDIAN | FOUNDATION FRONTIER | O659I54EO | MONMH | 7.01% | $112,722,348 |
| HARBOR CREST | BRIDGE HORIZON | FC5V59MD3 | DQEU | 5.89% | $58,205,848 |
| MERIDIAN FUSION | RIDGE VITAL | HVVMOADAU | GHVCA | 8.86% | $53,069,167 |