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 $355,970,627 in 1,132 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    1,132
    ACCOUNTS
  • Average Account Value
    $314,462
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CA, CT, FL, IL, LA, MA, MD, NC, NH, NY, TX

Financial Advisors at Sensible Financial Planning And Management, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Richard D. Fine
CRD#: 5567377
203 Crescent Street, Suite 404, Waltham, MA 02453
93
Wealthminder
score

Richard Fine (CRD# 5567377) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 8 years of experience in the finance industry.

2
Frederick H. Miller, Jr.
CRD#: 4540301
245 First Street, Suite 1818, Cambridge, MA 02142
93
Wealthminder
score

Frederick Miller, Jr. (CRD# 4540301) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Cambridge, MA and has over 14 years of experience in the finance industry.

3
Frank C. Napolitano
CRD#: 5930928
203 Crescent Street, Suite 404, Waltham, MA 02453
90
Wealthminder
score

Frank Napolitano (CRD# 5930928) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 5 years of experience in the finance industry.

4
Joshua S. Trubow
CRD#: 6675166
203 Crescent Street, Suite 404, Waltham, MA 02453
90
Wealthminder
score

Joshua Trubow (CRD# 6675166) 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. 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 put clients' interests first and comply with the Financial Planning Practice Standards.

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