Essential Financial Planning, Inc. (Albuquerque)

Name: Essential Financial Planning, Inc.
Address: 4800 Juan Tabo Ne, Suite D, Albuquerque, NM, 87111
Telephone: 505-298-1098

Essential Financial Planning, Inc. is a large advisory firm based in Albuquerque. It manages $76.89 million of regulatory assets for 377 client accounts. It has been registered with the SEC as an adviser since 2003 and has operated in the jurisdictions of New Mexico and Texas.

Essential Financial Planning provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.

Essential Financial Planning: assets under management

The assets under management (AUM) of Essential Financial Planning, Inc. is $76.89 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 151% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $76.89 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $203.96 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Essential Financial Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Essential Financial Planning, Inc.

Essential Financial Planning, Inc. is owned by Donna Cygan. Donna Skeels Cygan joined the executive team most recently as the Owner.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Donna Cygan	Owner	1 Aug 1998	75% - 100%	3124880
Donna Skeels Cygan	Owner	1 Aug 1998	75% - 100%	3124880

Based in Albuquerque

The principal office where Essential Financial Planning, Inc. performs its advisory services is located at 4800 Juan Tabo Ne, Suite D, Albuquerque, NM 87111, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 505-298-1098 or by fax 505-298-9718. The normal business hours are 8:30-4:30 by apptmt. on Monday - Friday. You can find more information about the New York firm at www.essentialfinancialplanning.com.