Sensible Financial Planning and Management, LLC
CRD 120766SEC# 801-64149Waltham, MA
No longer SEC-registered. Sensible Financial Planning and Management, LLC appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$885.4M
Employees
20
Accounts
1,679
Location
Waltham, MA
Sensible Financial Planning and Management, LLC assets under management
Sensible Financial Planning and Management, LLC operates as an SEC-registered investment adviser based in Waltham, MA. It reports $885.4 million in regulatory assets under management and employs 20 people.
Sensible Financial Planning and Management, LLC owners & executives
3 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Charles Luce Control | Associate Director Of Business Operations And Chief Compliance Officer | Under 5% | 2017 |
| Jr. Frederick Hotchkiss Miller Control | Managing Member And Ceo | Over 75% | 2002 |
| Richard Donald Fine | Financial Planner And Senior Advisor | 10-25% | 2003 |
Frequently asked questions
How much does Sensible Financial Planning and Management, LLC manage?
Sensible Financial Planning and Management, LLC reports $885.4 million in regulatory assets under management on its Form ADV.
How many employees does Sensible Financial Planning and Management, LLC have?
Sensible Financial Planning and Management, LLC reports 20 employees.
Where is Sensible Financial Planning and Management, LLC located?
Sensible Financial Planning and Management, LLC is based in Waltham, MA.
Does Sensible Financial Planning and Management, LLC disclose fund performance?
Sensible Financial Planning and Management, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 203 Crescent Street, Suite 404, Waltham, MA 02453 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
Regulatory AUM
$885.4MNo change
Feb '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 35%
Larger than 65% of 16,271 advisers
EmployeesTop 24%
More than 76% of 16,825 advisers
Assets under management
$885.4Mregulatory AUM
Discretionary $868.7MNon-discretionary $16.7M