SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

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

About SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC, formally registered with the SEC as SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC. The firm was established in 04/18/2005. They have over 2 offices throughout the country.

SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC is a Waltham, Massachusetts based Financial Planning firm with nearly $885,437,302 assets under management, offering retirement planning & investment advisory services to 1679 clients. The firm is staffed with 20 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	120766
SEC#	801-64149
Assets Managed by Firm	$885,437,302
No. of Clients	1679
No. of Advisors	20

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services

Firm Client Information

	No. of Clients	AUM
Firm Total	1679	$885,437,302
Individuals (other than high net worth individuals)	88	$44,921,865
High net worth individuals	257	$834,624,948
Charitable organizations	2	$5,890,489

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