About ESSENTIAL PLANNING, LLC
ESSENTIAL PLANNING, LLC is a financial planning firm that helps clients achieve their financial goals through personalized and comprehensive strategies. With decades of experience in the financial industry, the advisors at ESSENTIAL PLANNING, LLC have a deep understanding of the complexities of the market and use their expertise to guide clients towards financial success.
How the Advisor Helps Clients – Key Takeaways
- ESSENTIAL PLANNING, LLC provides personalized and comprehensive financial planning services to clients.
- The advisors at ESSENTIAL PLANNING, LLC have decades of experience in the financial industry.
- Through a deep understanding of the market, ESSENTIAL PLANNING, LLC helps clients achieve their financial goals.
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 20 years |
Financial Services Offered
ESSENTIAL PLANNING, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management
- Education planning
- And more
Client Types
ESSENTIAL PLANNING, LLC serves a diverse range of client types, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
- And more
Fees & Compensation
ESSENTIAL PLANNING, LLC’s fees and compensation structure is transparent and aligned with the best interest of their clients. They primarily charge a percentage of assets under management, and may also charge a fee for financial planning services. They do not receive any commissions for recommending specific investments.
Background
The team at ESSENTIAL PLANNING, LLC has a wealth of experience in the financial industry. Their advisors hold various industry certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Investment Management Analyst (CIMA). They also undergo regular training and education to stay updated on the ever-changing financial landscape.
Financial Advisor Disclosures to Know
As a registered investment advisor, ESSENTIAL PLANNING, LLC has a fiduciary duty to act in the best interest of their clients. This means they must disclose any potential conflicts of interest and always act in an ethical and transparent manner. They are also legally obligated to disclose any disciplinary actions or complaints against them. Clients can access this information through the Securities and Exchange Commission’s (SEC) website or the Financial Industry Regulatory Authority’s (FINRA) BrokerCheck website.