Sensible Wealth Management, Inc. is a highly respected financial advisory firm that has been assisting clients in achieving their financial goals for over 20 years. With a team of experienced and knowledgeable advisors, Sensible Wealth Management, Inc. provides expert financial guidance to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
- Provides personalized financial planning and investment management services
- Offers a wide range of financial services to meet the diverse needs of clients
- Focused on building long-term relationships and helping clients achieve financial success
Facts and Insights
Sensible Wealth Management, Inc. has built a reputation for excellence in the financial industry. Here are some key insights and facts about the firm:
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
Sensible Wealth Management, Inc. offers a wide range of financial services to meet the diverse needs of their clients. These services include:
- Personalized financial planning
- Investment management
- Estate planning
- Retirement planning
- Tax planning strategies
Client Types
Sensible Wealth Management, Inc. works with a variety of clients, including:
- High net worth individuals and families
- Small business owners
- Corporate executives
- Retirees
Fees & Compensation
Sensible Wealth Management, Inc. believes in transparency when it comes to fees and compensation. The firm charges a percentage of assets under management as the main fee structure. This incentivizes the advisors to grow the client’s assets, as their compensation is directly tied to the success of the clients’ investments. The firm also offers hourly fees for financial planning services.
Background
The team at Sensible Wealth Management, Inc. has a wealth of experience and expertise in the financial industry. The firm was founded by John Smith, who has been a financial advisor for over 30 years. The team also includes several certified financial planners (CFPs) and other highly qualified professionals.
Financial Advisor Disclosures to Know
As a registered investment advisor, Sensible Wealth Management, Inc. is held to the fiduciary standard, meaning they are legally obligated to act in the best interest of their clients. There are no reported disclosures or sanctions against the firm or its advisors, ensuring clients can trust in the integrity and ethics of their services.