Sensible Financial Planning And Management, LLC
Sensible Financial Planning And Management, LLC (CRD# 120766) is a financial advisory firm headquartered in Waltham, MA. They manage $774,907,445 in 1,597 accounts and serve the financial needs of clients across 7 states (or territories).
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Total Assets Under Management775MILLION
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Total Number of Accounts1,597ACCOUNTS
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Average Account Value$485,227
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CA, LA, MA, MD, NH, NY, TX
Christopher Andrysiak (CRD# 5642217) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 14 years of experience in the finance industry.
Marina Cekani (CRD# 6578590) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 7 years of experience in the finance industry.
Richard Fine (CRD# 5567377) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 15 years of experience in the finance industry.
Frederick Miller, Jr. (CRD# 4540301) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 22 years of experience in the finance industry.
Frank Napolitano (CRD# 5930928) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 12 years of experience in the finance industry.
Edward Samp (CRD# 6371313) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 9 years of experience in the finance industry.
Joshua Trubow (CRD# 6675166) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has 7 years of experience in the finance industry. Joshua Trubow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination,pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which putclients' interests first and comply with the Financial Planning Practice Standards.
Laura Williams (CRD# 6217497) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has 1 year of experience in the finance industry.
Brandon Garneau (CRD# 7547121) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has 1 year of experience in the finance industry.
Aimee Plouffe (CRD# 7431203) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has 1 year of experience in the finance industry.