Investment adviser · CRD 42179
SECURE PLANNING
Investment adviser filing (IA)
SECURE PLANNING, LLC
PORTSMOUTH, NH, United States · Form ADV filed May 6, 2026
- Regulatory AUM
- $187M Form ADV · Item 5.F
- Client accounts
- 846 Accounts, not individual clients
- Employees
- 5 Reported in this filing
- Advisory professionals
- 3 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 510 | $122,654,530 | 65.6% |
| High-net-worth individuals | 19 | $64,360,034 | 34.4% |
Filing source
Form ADV 2103811 · May 6, 2026 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: May 6, 2026. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed · Commissions
Principal office
42 MIDDLE STPORTSMOUTH, NH, 03801, United States
CRD 42179
Filing source
Form ADV 2103811 · May 6, 2026 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.