Overview
Assets Under Management: $187 million
Headquarters: PORTSMOUTH, NH
High-Net-Worth Clients: 19
Average Client Assets: $3.4 million
Frequently Asked Questions
SECURE PLANNING is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #42179), SECURE PLANNING is subject to fiduciary duty under federal law.
SECURE PLANNING is headquartered in PORTSMOUTH, NH.
SECURE PLANNING serves 19 high-net-worth clients according to their SEC filing dated March 26, 2026. View client details ↓
According to their SEC Form ADV, SECURE PLANNING offers financial planning and portfolio management for individuals. View all service details ↓
SECURE PLANNING manages $187 million in client assets according to their SEC filing dated March 26, 2026.
According to their SEC Form ADV, SECURE PLANNING serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 19
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 34.41%
Average Client Assets: $3.4 million
Total Client Accounts: 846
Discretionary Accounts: 846
Regulatory Filings
CRD Number: 42179
Filing ID: 2060128
Last Filing Date: 2026-03-26 15:31:20