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 11 - 14 of 14 top financial advisors.
11
Kelly Robertie, financial advisor Waltham MA
Kelly M. Robertie
CRD#: 4825906
203 Crescent Street, Suite 404, Waltham, MA 02453

Kelly Robertie (CRD# 4825906) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 13 years of experience in the finance industry.

12
Nicholas Rosa, financial advisor Waltham MA
Nicholas J. Rosa
CRD#: 7451455
203 Crescent Street, Suite 404, Waltham, MA 02453

Nicholas Rosa (CRD# 7451455) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 2 years of experience in the finance industry.

13
Brendan Spilsbury, financial advisor Waltham MA
Brendan W. Spilsbury
CRD#: 7204492
203 Crescent Street, Suite 404, Waltham, MA 02453

Brendan Spilsbury (CRD# 7204492) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 3 years of experience in the finance industry.

14
Marie St. Clare, financial advisor Waltham MA
Marie E. St. Clare
CRD#: 7306767
203 Crescent Street, Suite 404, Waltham, MA 02453

Marie St. Clare (CRD# 7306767) is an Investment Advisor Representative working at Sensible Financial Planning And Management, LLC in Waltham, MA and has over 3 years of experience in the finance industry.

PREV ... 1 2

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