SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC - Financial Advisor in Massachusetts, Waltham

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

About 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

Firm CRD#:

120766

Firm SEC#:

801-64149

Assets Under Management:

$885,437,302

No. of Clients:

1679

No. of Advisors:

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

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