Sensible Financial Planning and Management LLC
Legal Name: SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
Full Contact Details
Sensible Financial Planning and Management LLC
203 CRESCENT STREET, SUITE 404, WALTHAM, MA
781-642-0890
781-810-4830
Other Info
Sensible Financial Planning and Management LLC, otherwise known as SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC, is a Massachusetts-based Limited Liability Company with a team of 11 employees, 8 of whom work in advisory roles. With 7 clients served, the company's SEC status is listed as Approved, dating back to its registration on April 18, 2005.
Sensible Financial Planning and Management - Sensible Financial Planning
Sensible Financial Planning. Advice in your best interest, developed just for you. Tell us your goals and we'll build you a simple, clear financial plan.
Direct Owners
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CHARLES LUCE
CHIEF COMPLIANCE OFFICER owns less than 5%
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MILLER, JR., FREDERICK, HOTCHKISS
MANAGING MEMBER AND CEO owns 75% or more
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RICHARD DONALD FINE
FINANCIAL PLANNER AND SENIOR ADVISOR owns more than 10% but less than 25%
Firms Located Nearby
Top Holdings
- Schwab Aggregate Bond ETF (SCH $70,825k
- VANGUARD CHARLOTTE FDS $51,732k
- VANGUARD INDEX FDS S&P 500 ETF SHS $14,103k
- VANGUARD BD INDEX FD INC $13,164k
- SCHWAB STRATEGIC TR $12,665k
- VANGUARD INDEX FDS TOTAL STK MKT $10,526k
- VANGUARD BD INDEX FD INC TOTAL BND MRKT $8,375k
- ISHARES TR CORE US AGGBD ET $7,648k
- VANGUARD MALVERN FDS $5,827k
- VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF $5,719k