Secure Planning
31yrs
Top 13% by experience in New Hampshire
Secure Planning
Portsmouth, NH. Legal name: Secure Planning, LLC
About the firm
A registered investment advisory firm based in Portsmouth, New Hampshire. It manages about $187 million for roughly 529 individual clients. Services include financial planning, investment management for individuals and small businesses.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees; Commissions on some products
Typical client size ?$353,525
Assets under management ?$187 million
Individual clients529
Median years of experience26
Founded10/1
Services
Financial planningInvestment management for individuals and small businesses
Advisors at Secure Planning
4Advisors
26Median years of experience
1States with offices
1Offices
Also known as
Finn Wealth Advisors · Secure Planning, LLC · Secure Planning, Inc. · Secure Planning Inc.
About Secure Planning
How do I contact Secure Planning?
Call the main office at 603-433-5515. The main office is at 42 Middle St, Portsmouth, NH 03801.
How is Secure Planning paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees, commissions on some products. Ask for your total yearly cost in dollars.
What services does Secure Planning offer?
Financial planning, Investment management for individuals and small businesses.
How many advisors work at Secure Planning?
We list 4 advisors currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.