About Sensible Financial Planning And Management, LLC
<p>Operating from Waltham in the Boston metro and San Diego, Sensible Financial Planning And Management, LLC is a Registered Investment Adviser (RIA) that offers ongoing financial planning and investment management.</p> <p>The firm’s work covers retirement planning, Social Security planning, tax planning, estate planning, and insurance analysis, along with portfolio management. It also provides 3(21) fiduciary support for employer-sponsored retirement plans through its <a href="/plan-advisors">plan advisors</a> services.</p> <p>As of 2026, the firm reports $0.9B in assets under management (AUM). In October 2025, Sensible Financial Planning And Management, LLC was acquired by Beacon Pointe Advisors.</p> <p>What sets the firm apart is the combination of planning areas it handles in-house—retirement income, taxes, estate considerations, and insurance—while also supporting plan sponsors with 3(21) fiduciary guidance.</p> <ul> <li>Registered Investment Adviser with offices in Massachusetts and California</li> <li>3(21) fiduciary services for retirement plan sponsors</li> <li>Retirement and Social Security planning</li> <li>Tax and estate planning coordination</li> <li>Investment management and ongoing portfolio oversight</li> </ul>
Website: https://www.sensiblefinancial.com/
Office Locations
- Waltham, MA (Headquarters)
- San Diego, CA
Services Offered
- 3(21) Investment Advisor
Client Statistics (2026)
- Total Clients: 0
- Total AUM: $944.0M