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).

Current Firm Details
203 Crescent Street, Suite 404, Waltham, MA 02453
https://www.facebook.com/sensiblefinancial/
By the Numbers
  • Total Assets Under Management
    775
    MILLION
  • Total Number of Accounts
    1,597
    ACCOUNTS
  • Average Account Value
    $485,227
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, LA, MA, MD, NH, NY, TX

Financial Advisors at Sensible Financial Planning And Management, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Christopher Andrysiak, financial advisor Waltham MA
Christopher C. Andrysiak
CRD#: 5642217
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

2
Marina Cekani, financial advisor Waltham MA
Marina Cekani
CRD#: 6578590
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

3
Richard Fine, financial advisor Waltham MA
Richard D. Fine
CRD#: 5567377
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

4
Frederick Miller, Jr., financial advisor Waltham MA
Frederick H. Miller, Jr.
CRD#: 4540301
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

5
Frank Napolitano, financial advisor Waltham MA
Frank C. Napolitano
CRD#: 5930928
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

6
Edward Samp, financial advisor Waltham MA
Edward J. Samp
CRD#: 6371313
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

7
Joshua Trubow, financial advisor Waltham MA
Joshua Trubow
CRD#: 6675166
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

8
Laura Williams, financial advisor Waltham MA
Laura E. Williams
CRD#: 6217497
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

9
Brandon Garneau, financial advisor Waltham MA
Brandon C. Garneau
CRD#: 7547121
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

10
Aimee Plouffe, financial advisor Waltham MA
Aimee L. Plouffe
CRD#: 7431203
203 Crescent Street, Suite 404, Waltham, MA 02453

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.

1 2 ... Next

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals