# Sensible Financial Planning And Management, LLC
Source: https://planprovider.pro/provider/sensible-financial-planning-and-management-llc

> Operating from Waltham in the Boston metro and San Diego, Sensible Financial Planning And Management, LLC is a Registered Investment Adviser (RIA) that offer…

Retirement Plan Advisor

Waltham, MA

## 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/](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

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