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Enhanced Security Planning, Inc. (Santa Ana)


Enhanced Security Planning, Inc. is a large advisory firm based in Santa Ana. It manages $27.32 million of regulatory assets for 190 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.

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Enhanced Security Planning provides financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Enhanced Security Planning: assets under management

The assets under management (AUM) of Enhanced Security Planning, Inc. is $27.32 million. The firm's AUM has grown by 2% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Enhanced Security Planning, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Enhanced Security Planning, Inc.

Jon Norman Green has been acting as President since 1 Oct 1988. Joseph Andrew Richard joined the executive team most recently as the Vice President.

Direct owners and executive officers



Name Entity Date acquired Ownership Employer ID
Jon Norman Green President 1 Oct 1988 50% - 75% 1850708
Stephen Paul Kiernan Vice president 1 Oct 1988 25% - 50% 1527372
Daniel Lee Kiernan Ceo 1 Oct 1988 Other 1074377
Daniel Lee Kiernan Cfo 1 Sep 1994 Other 1074377
Joseph Andrew Richard Vice president 1 Oct 2005 Other 3265155

Based in Santa Ana

The principal office where Enhanced Security Planning, Inc. performs its advisory services is located at 1801 Parkcourt Place, Santa Ana, CA 92701, 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 714-835-7703 or by fax 714-835-7054. The normal business hours are 8-5 on Monday - Friday. You can find more information about the New York firm at www.espinc.net.


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