Sensible Wealth Management, Inc.

Overview

Sensible Wealth Management, Inc. is a small, individual-owned advisory firm focused on serving individual and family clients. The firm offers portfolio management and pension consulting services and can act as a capital allocator by selecting other advisers or sub‑advisors where appropriate. Its business model includes flexible billing — a mix of percentage of AUM, hourly charges and fixed fees — which suits a boutique practice that handles both ongoing wealth management and discrete planning engagements. Investment activity leans toward publicly traded equities, with the firm reporting a clear equity preference. Sensible Wealth Management, Inc. lists an affiliation with an insurance company, suggesting it may incorporate insurance solutions or coordinate with insurance providers as part of client planning. The firm does not identify as an active ESG investor and is not a multistate adviser.

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Public Holdings

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Location & Offices