About SENSIBLE FINANCIAL SOLUTIONS, LLC
Sensible Financial Solutions, LLC is a professional financial services firm that prides itself on providing comprehensive financial solutions to its clients. With extensive experience and knowledge in the finance industry, the firm offers expert advice and guidance to individuals, families, and businesses looking to achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial planning and investment management services.
- Employs a sensible and strategic approach to help clients achieve their financial objectives.
- Utilizes a team-based approach to provide clients with expert advice and guidance tailored to their unique needs.
- Provides ongoing support and education to ensure clients are well-informed and confident in their financial decisions.
Facts and Insights:
SENSIBLE FINANCIAL SOLUTIONS, LLC has been in business for over 10 years, helping clients manage their assets and achieve financial success. Through its team of experienced financial advisors, the firm has built a strong reputation for providing reliable and effective financial solutions. It has also received numerous industry awards and accolades, further solidifying its position as a top financial services firm.
Assets Under Management, Number of Advisors and Time in Business:
The following table provides an overview of SENSIBLE FINANCIAL SOLUTIONS, LLC’s assets under management, number of advisors, and time in business as of the end of the previous year.
| Year | Assets Under Management (in millions) | Number of Advisors | Time in Business (in years) |
|---|---|---|---|
| 2020 | $500 | 10 | 10 |
| 2019 | $450 | 8 | 9 |
Financial Services Offered:
SENSIBLE FINANCIAL SOLUTIONS, LLC offers a wide range of financial services to its clients, including:
- Financial planning and analysis
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance and risk management
- Business and succession planning
Client Types:
The firm caters to a diverse clientele, including:
- Individuals and families
- Small business owners
- Corporations and institutions
- High net worth individuals
Fees & Compensation:
SENSIBLE FINANCIAL SOLUTIONS, LLC operates on a fee-based compensation structure, where clients pay a percentage of their assets under management or a flat fee for financial planning services. This ensures that the firm’s interests are aligned with those of its clients, as its success is tied to the success of its clients’ investments.
Background:
The firm was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. He built a team of like-minded professionals who are committed to providing clients with sensible, transparent, and unbiased financial advice. The firm’s success can also be attributed to its sound investment philosophy, which prioritizes long-term growth and risk management.
Financial Advisor Disclosures to Know:
It is essential for clients to be aware of any potential conflicts of interest when working with a financial advisor. Here are some important disclosures to know about SENSIBLE FINANCIAL SOLUTIONS, LLC:
- The firm is a registered investment advisor with the Securities and Exchange Commission.
- The firm and its advisors may receive compensation from third-party providers for recommending their products or services to clients.
- The firm has a fiduciary duty to act in the best interests of its clients.
- Clients should also carefully review the firm’s Form ADV, which provides information about