Overview
Assets Under Management: $885 million
Headquarters: WALTHAM, MA
High-Net-Worth Clients: 257
Average Client Assets: $3 million
Frequently Asked Questions
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC 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 #120766), SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC is subject to fiduciary duty under federal law.
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC is headquartered in WALTHAM, MA.
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC serves 257 high-net-worth clients according to their SEC filing dated February 06, 2025. View client details ↓
According to their SEC Form ADV, SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC manages $885 million in client assets according to their SEC filing dated February 06, 2025.
According to their SEC Form ADV, SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 257
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 94.26
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 1,679
Discretionary Accounts: 1,653
Non-Discretionary Accounts: 26
Regulatory Filings
CRD Number: 120766
Last Filing Date: 2025-02-06 00:00:00
Website: https://sensiblefinancial.com