SENSIBLE FINANCIAL SOLUTIONS, LLC

Overview

Sensible Financial Solutions, LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm operates primarily as an advisory practice rather than a capital allocator or a multi-product manager; its business model centers on fee-based planning and portfolio oversight, charging both a percentage of assets under management and hourly fees for planning work. Regulatory filings indicate the firm manages client assets on a non-discretionary basis, so client direction and approval play a central role in portfolio changes. Investment activity is concentrated in publicly traded securities, with a clear preference for exchange-traded equities and ETFs. The firm is not identified as an active ESG investor and does not present itself as a pension consultant or a multi-state adviser. It maintains a relationship with an insurance company for product or distribution affiliation, which suggests the practice can incorporate insurance solutions alongside traditional investment portfolios.

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Public Holdings

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Location & Offices