| 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 |
Sensible Financial Planning and Management, LLC reports $885.4 million in regulatory assets under management on its Form ADV.
Sensible Financial Planning and Management, LLC reports 20 employees.
Sensible Financial Planning and Management, LLC is based in Waltham, MA.
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.
| Address | 203 Crescent Street, Suite 404, Waltham, MA 02453 |
| Office hours | 9 a.m. - 5 p.m. |
| Discloses disciplinary history | No |
| Discretionary | $868.7M |
| Non-discretionary | $16.7M |
| Total (RAUM) | $885.4M |