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SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

Tel: 781-642-0890
203 Crescent Street
Suite 404
Waltham, Massachusetts  02453

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SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC is a Waltham, Massachusetts based financial advisory firm with nearly $885,437,302 in assets under management and provides investment advisory services for 1679 clients. There are currently 20 financial advisors at the firm.

General Information

Advisory Services Provided:

Financial planning services , Portfolio management for individuals and/or small businesses , Portfolio management for businesses or institutional clients , Pesnsion consulting services

Fee Structure:

A percentage of AUM, Hourly charges, Fixed fees

Firm CRD#:

120766

SEC#:

801-64149

No. of Clients:

1679

Assets under Management

$885,437,302

No. of Advisors:

20

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