SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC of WALTHAM, MA is an SEC-registered investment adviser (CRD 120766). Regulatory assets under management: $885.4M.
Compensation: % of AUM, Hourly, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions.
| Name | Role | Location |
|---|---|---|
| Jr. Frederick Miller | MANAGING MEMBER AND CEO | — |
| Charles Luce | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | Waltham, MA |
| Richard Donald Fine | FINANCIAL PLANNER AND SENIOR ADVISOR | — |
| MILLER JR FREDERICK HOTCHKISS | MANAGING MEMBER AND CEO; MEMBER AND CHIEF COMPLIANCE OFFICER | — |
| MILLER LINDA I | MEMBER | — |
| Luce Charles | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER; CHIEF COMPLIANCE OFFICER | — |
| FINE RICHARD DONALD | FINANCIAL PLANNER AND SENIOR ADVISOR | — |
| City | State | Employees | Phone |
|---|---|---|---|
| SAN DIEGO | CA | 1 | 619-573-4131 |
| SAN DIEGO | CA | 1 | 619-573-4131 |