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Secure Planning, LLC

Headquartered in PORTSMOUTH, NH

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Firm Information

Secure Planning, LLC is a Limited Liability Company formed in October 1990. Located in Portsmouth, NH, the firm provides financial planning and portfolio management services to individuals, including high-net-worth clients. Secure Planning, LLC has a strong track record, managing over $169 million in regulatory assets under management. The firm is registered with the SEC and in 21 states.

Secure Planning, LLC

42 MIDDLE ST

PORTSMOUTH, NH 03801

$169.33M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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commissions

Earned based on transactions or products sold.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

SECURE PLANNING, LLC has a total of 2 branch locations across the country.
location

PORTSMOUTH, NH

location

Portsmouth, NH

Advisors at Secure Planning, LLC

View All 5 Advisors
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Justin Dale Finn

RA

PORTSMOUTH, NH

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Rose Elizabeth Gilday

PORTSMOUTH, NH

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Edward John Mallon

CFP®, RA

PORTSMOUTH, NH

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Julianne Mary Smith

RA

PORTSMOUTH, NH

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Lisa Anne Dugan

CFP®, RA

PORTSMOUTH, NH

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Disclosures

There are no public disclosures for Secure Planning, LLC.

Frequently Asked Questions (10)

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