A complete list of active advisors currently associated with Essential Planning, LLC

Warmer can help you find a great advisor at Essential Planning, LLC or one who fits your needs even better.

Essential Planning, LLC provides financial planning and investment management services primarily to individual clients and families, and makes estate‑planning documents available through an Encore platform. The firm reported approximately $524 million in assets under management as of 12/31/2025 and manages nearly all client assets on a discretionary basis. The firm’s investment approach centers on strategic asset allocation with a core‑and‑satellite structure, using passively managed index and ETF exposures as cores and selectively adding active managers or funds as satellites, with portfolios often globally diversified. Essential Planning also uses third‑party or independent managers on advisor platforms, employs specific fund families (including Dimensional funds where applicable), and restricts discretionary purchases of cryptocurrencies to situations where clients expressly authorize such exposure. What is noteworthy relative to many peers is that the ADV discloses prior regulatory discipline involving the principal — a FINRA suspension and fine tied to a failure to timely disclose an IRS tax lien and related state conditions including heightened supervision — and the firm has recently amended its brochure to clarify fee disclosures. The firm also makes performance information available in its public materials while explicitly stating in the ADV that it does not participate in performance‑based fee arrangements.

To learn more about the advisors currently working at Essential Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.