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Sensible Financial Planning and Management Employee Directory

Investment ManagementMassachusetts, United States2-10 Employees

Sensible Financial Planning and Management provides independent financial planning and investment management to individuals and families. The firm emphasizes personalized, unbiased guidance and aims to make professional advice accessible and affordable for clients who have been hesitant to engage advisors. It combines software-supported planning with the expertise of its advisers to deliver tailored recommendations that reflect each client's circumstances while prioritizing products that do not pay sales commissions. Headquartered in Waltham, Massachusetts, Sensible Financial Planning and Management was founded in 2002. It operates as a small professional practice serving individual clients seeking financial planning and asset management. In October 2025, the firm was acquired by Beacon Pointe Advisors, expanding the latter's East Coast footprint.

Find Sensible Financial Planning and Management employees' phone numbers or email addresses

Sensible Financial Planning and Management Global Highlights

Location
Employees

North America
17

Minus sign iconPlus sign icon
  • United States Of America
    17

Sensible Financial Planning and Management's Leadership

  • Stylized image of a person
    J. P.
    Closing Document Specialist
    Phone icon
    Mobile Phone
  • Stylized image of a person
    J. T.
    Financial Advisor
    Phone icon
    Mobile Phone

Sensible Financial Planning and Management Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Finance
  • Human Resources
  • Other
  • Accounting
  • Sales

Contact profiles from Sensible Financial Planning and Management

Name
Title
Contact Info
Location
Last Update
  • Stylized image of a person
    J. P.
    Closing Document Specialist
    Phone icon
    Mobile Phone
    Oct 23, 2024
  • Stylized image of a person
    J. T.
    Financial Advisor
    Phone icon
    Mobile Phone
    Jul 29, 2024

Frequently Asked Questions

What is Sensible Financial Planning and Management known for?

Minus sign iconPlus sign iconSensible Financial Planning and Management was founded in 2002 operates in the Investment Management industry; you can contact the main corporate office by phone at
+1-781-642-****
. Explore Sensible Financial Planning and Management's company overview page for more information.

What is Sensible Financial Planning and Management's most common email format?

Minus sign iconPlus sign iconSensible Financial Planning and Management employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Sensible Financial Planning and Management email formats with LeadIQ.

How many employees does Sensible Financial Planning and Management have currently?

Minus sign iconPlus sign iconSensible Financial Planning and Management has approximately 5 employees as of August 2026. These team members are located across 1 continents, including North America.

Who are Sensible Financial Planning and Management's key employees and leadership?

Minus sign iconPlus sign icon

As of August 2026, Sensible Financial Planning and Management's key employees include:

  • Closing Document Specialist: J. P.
  • Financial Advisor: J. T.

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