RETIRE SENSIBLY LLC

Overview

Retire Sensibly LLC is an independent Registered Investment Adviser focused on serving individual and family clients with fee-based financial planning and discretionary portfolio management. The firm combines ongoing planning with portfolio oversight for individuals and small businesses, and it runs educational seminars and workshops as part of its client-facing activities. Its fee schedule includes both percentage-of-AUM and fixed-fee arrangements, which allows flexibility across smaller, plan-based engagements and ongoing asset management relationships. Investment activity centers on fund-based, diversified portfolios. Public mutual funds and other pooled public vehicles make up the core of client allocations, while the firm supplements those exposures through externally managed real estate strategies when appropriate. Retire Sensibly is not positioned as a capital allocator or sponsor of proprietary funds; instead it relies on third-party managers for alternative exposures. The firm does not identify as an active ESG investor.

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Investments & Alternatives

Location & Offices