Paul
Doran

Essential Planning, LLC

CRD#4522180
Investment Advisor
in Portsmouth, NH

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About this Advisor

Paul Doran is a financial advisor who works in Portsmouth, New Hampshire with 17 years of industry experience. Doran is an advisor for Essential Planning, LLC. The advisor has gained experience at Essential Planning, LLC, Fortune Financial Services Inc, Investors Capital Corporation, Purshe Kaplan Sterling Investments and Valmark Securities, Inc. Doran maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Maine, Massachusetts and New Hampshire. Essential Planning, LLC is a registered investment firm based in Portsmouth, NH. The company has a total of nine people on staff. It controls $310 million in assets between its 1,618 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 associated with high-net-worth individuals who have at least $1 million in assets. The business provides a few services, including financial planning services and portfolio management for individuals and small businesses. Financial advisory fees largely are based on the services provided. Fee types charged by Essential Planning, LLC most likely include some combination of asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65

Years Registered*

17 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

500 Market Street Building 1, Suite D
Portsmouth, NH 03801

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Essential Planning, LLC Brokerage Details

Total Assets Under Management

$310,367,487

NH Average: $509,638,208
Total Number of Employees

9

NH Average: 12
Total Number of Accounts

1,618

NH Average: 581
Average Account Size

$191,822

NH Average: $877,174

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses

Paul Doran Work History

Paul has been registered as a financial advisor for 17 years.*

2020 - Present (4 years)

Valmark Securities, Inc

2006 - Present (18 years)

Essential Planning, LLC

2016 - 2020 (4 years)

Purshe Kaplan Sterling Investments

2014 - 2015 (1 year)

Investors Capital Corporation

2006 - 2014 (8 years)

Fortune Financial Services Inc

*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 Paul Doran 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

Hunter Lord
Portsmouth, NH
Paul Doran
Portsmouth, NH
Andrew Lord
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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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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