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SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC

WALTHAM, MA · CRD 120766 · IAPD ↗ · 781-642-0890

$885.4MRegulatory AUM
14Advisory reps
20Employees
47Clients
101-250Planning clients
0Private funds
9States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

63
April 2026 — SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC (WALTHAM, MA) left the SEC roster (was $885.4M RAUM, 14 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
47
June 2025 — SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC notice-filed in IL, NJ.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.