Hunter
Lord
Essential Planning, LLC
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About this Advisor
Hunter Lord is a financial advisor who works in Portsmouth, New Hampshire with 3 years of industry experience. Lord currently works for Essential Planning, LLC. Over the course of their career, Lord has held roles at Purshe Kaplan Sterling Investments, Inc, Essential Planning, LLC, Rothgard Financial Partners, Social Brew Cafe, Bates College, Kennebunk Savings Bank, Roberts Maine Grill, Cajun Lobster, Spectrum Wealth Management, Burke Mountain Academy, Valmark Financial Group and Valmark Advisers, Inc. Lord has Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Florida, Maine, Massachusetts, New Hampshire, New York and Texas. Essential Planning, LLC is a financial advisory business operating out of Portsmouth, NH. The investment advisory business has a total of nine people on staff. It controls $310 million in assets among its 1,618 customer accounts, placing it among the mid-sized investment advisory firms in the nation by assets under management. Of its 1,618 client accounts, 31% are held by high-net-worth clients who have greater than $1 million in assets available to invest. The business provides a set of services, such as financial planning services and portfolio management for individuals and small businesses. Fees for financial advisory services largely vary depending on which services are offered. Fees charged by Essential Planning, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Essential Planning, LLC Brokerage Details
$310,367,487
9
1,618
$191,822
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Hunter Lord Work History
Hunter has been registered as a financial advisor for 3 years.*
Valmark Advisers, Inc
Valmark Financial Group
Essential Planning, LLC
Purshe Kaplan Sterling Investments, Inc
Rothgard Financial Partners
Social Brew Cafe
Bates College
Kennebunk Savings Bank
Bates College
Roberts Maine Grill
Bates College
Cajun Lobster
Spectrum Wealth Management
Bates College
Burke Mountain Academy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Hunter Lord to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Essential Planning, LLC
Portsmouth, NH
Portsmouth, NH
Portsmouth, NH
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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