Paul Doran
Paul Doran is a registered investment advisor at Essential Planning, LLC, based in Portsmouth, NH, with 23 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 535 clients with $440M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.75% |
| $100K - $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.75% |
Fees may be negotiable based on various factors.
Fee Estimator
Location
500 Market Street, Building 1, Suite D, Portsmouth, NH, 03801
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul works as a registered representative for Valmark Securities, Inc., focusing on financial planning and trading investment products, dedicating about a quarter of his time. Paul also owns Doran Independent Insurance, LLC, selling insurance, and this takes nearly full-time hours.
Employment History
Current Registrations
Essential Planning, LLC
Previous Registrations
Valmark Securities, INC.Broker
Purshe Kaplan Sterling InvestmentsBroker
Investors Capital Advisory
Investors Capital CORP.Broker
Fortune Financial Services, INC.Broker
Investors Capital Advisory
Investors Capital CORP.Broker
Afs Brokerage, INC.Broker
Intervest International Equities CorporationBroker
Conseco Securities, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.