SENSIBLE FINANCIAL PLANNING AND MANAGEMENT, LLC
CRD #120766 SEC #801-64149 WALTHAM, MA 781-642-0890
SEC Registered
Total AUM
$885.4M
Discretionary
$868.7M
Employees
20
Clients
101
Accounts
1,679
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| May 2025 | $885.4M | $868.7M | $16.7M | 20 | 47 |
| Feb 2025 | $885.4M | $868.7M | $16.7M | 20 | 47 |
| Mar 2024 | $774.9M | $760.5M | $14.4M | 18 | 50 |
| Nov 2023 | $705.4M | $664.6M | $40.8M | 18 | 39 |
| Oct 2023 | $705.4M | $664.6M | $40.8M | 18 | 39 |
| Jul 2023 | $705.4M | $664.6M | $40.8M | 18 | 39 |
| Mar 2023 | $705.4M | $664.6M | $40.8M | 18 | 39 |
| Mar 2023 | $705.4M | $664.6M | $40.8M | 18 | 39 |
| Mar 2023 | $705.4M | $664.6M | $40.8M | 18 | 39 |
| Mar 2022 | $730.7M | $684.5M | $46.3M | 16 | 29 |
| Oct 2021 | $616.5M | $568.4M | $48.1M | 14 | 22 |
| Mar 2021 | $616.5M | $568.4M | $48.1M | 14 | 22 |
| Nov 2020 | $535.8M | $472.8M | $63M | 11 | 13 |
| Jun 2020 | $535.8M | $472.8M | $63M | 11 | 13 |
| Mar 2020 | $535.8M | $472.8M | $63M | 11 | 13 |
| Feb 2019 | $426.2M | $364.4M | $61.8M | 11 | 7 |
| Apr 2018 | $438.1M | $354M | $84.1M | 11 | 7 |
| Mar 2018 | $438.1M | $354M | $84.1M | 11 | 7 |
| Feb 2017 | $362.3M | $247.4M | $114.9M | 10 | 200 |
| Feb 2016 | $356M | $230.4M | $125.6M | 9 | 200 |
| Mar 2015 | $313.5M | $178.6M | $134.8M | 4 | 200 |
| Oct 2014 | $331.7M | $188.8M | $142.9M | 4 | 200 |
| Mar 2014 | $331.7M | $188.8M | $142.9M | 4 | 200 |
| Jun 2013 | $296.9M | $142.6M | $154.3M | 4 | 200 |
| Mar 2013 | $296.9M | $142.6M | $154.3M | 4 | 200 |
| Aug 2012 | $250.8M | $135M | $115.8M | 1 | 200 |
| Jun 2012 | $250.8M | $135M | $115.8M | 1 | 200 |
| Mar 2012 | $250.8M | $135M | $115.8M | 1 | 200 |
| Feb 2012 | $233M | $109.9M | $123M | 1 | 26 |
| Feb 2011 | $233M | $109.9M | $123M | 5 | -- |
| Jun 2010 | $186.6M | $66M | $120.6M | 5 | -- |
| Jun 2010 | $186.6M | $66M | $120.6M | 5 | -- |
| Mar 2010 | $140.5M | $52.6M | $87.9M | 5 | -- |
| Mar 2009 | $140.5M | $52.6M | $87.9M | 5 | -- |
| Mar 2007 | $127M | $9.9M | $117.1M | 5 | -- |
| Mar 2006 | $78.2M | $72.6M | $5.6M | 5 | -- |
| May 2005 | $45.4M | $5.2M | $40.2M | 5 | -- |
DateMay 2025
Total AUM$885.4M
Discretionary$868.7M
Non-Disc.$16.7M
Employees20
Clients47
DateFeb 2025
Total AUM$885.4M
Discretionary$868.7M
Non-Disc.$16.7M
Employees20
Clients47
DateMar 2024
Total AUM$774.9M
Discretionary$760.5M
Non-Disc.$14.4M
Employees18
Clients50
DateNov 2023
Total AUM$705.4M
Discretionary$664.6M
Non-Disc.$40.8M
Employees18
Clients39
DateOct 2023
Total AUM$705.4M
Discretionary$664.6M
Non-Disc.$40.8M
Employees18
Clients39
DateJul 2023
Total AUM$705.4M
Discretionary$664.6M
Non-Disc.$40.8M
Employees18
Clients39
DateMar 2023
Total AUM$705.4M
Discretionary$664.6M
Non-Disc.$40.8M
Employees18
Clients39
DateMar 2023
Total AUM$705.4M
Discretionary$664.6M
Non-Disc.$40.8M
Employees18
Clients39
DateMar 2023
Total AUM$705.4M
Discretionary$664.6M
Non-Disc.$40.8M
Employees18
Clients39
DateMar 2022
Total AUM$730.7M
Discretionary$684.5M
Non-Disc.$46.3M
Employees16
Clients29
DateOct 2021
Total AUM$616.5M
Discretionary$568.4M
Non-Disc.$48.1M
Employees14
Clients22
DateMar 2021
Total AUM$616.5M
Discretionary$568.4M
Non-Disc.$48.1M
Employees14
Clients22
DateNov 2020
Total AUM$535.8M
Discretionary$472.8M
Non-Disc.$63M
Employees11
Clients13
DateJun 2020
Total AUM$535.8M
Discretionary$472.8M
Non-Disc.$63M
Employees11
Clients13
DateMar 2020
Total AUM$535.8M
Discretionary$472.8M
Non-Disc.$63M
Employees11
Clients13
DateFeb 2019
Total AUM$426.2M
Discretionary$364.4M
Non-Disc.$61.8M
Employees11
Clients7
DateApr 2018
Total AUM$438.1M
Discretionary$354M
Non-Disc.$84.1M
Employees11
Clients7
DateMar 2018
Total AUM$438.1M
Discretionary$354M
Non-Disc.$84.1M
Employees11
Clients7
DateFeb 2017
Total AUM$362.3M
Discretionary$247.4M
Non-Disc.$114.9M
Employees10
Clients200
DateFeb 2016
Total AUM$356M
Discretionary$230.4M
Non-Disc.$125.6M
Employees9
Clients200
DateMar 2015
Total AUM$313.5M
Discretionary$178.6M
Non-Disc.$134.8M
Employees4
Clients200
DateOct 2014
Total AUM$331.7M
Discretionary$188.8M
Non-Disc.$142.9M
Employees4
Clients200
DateMar 2014
Total AUM$331.7M
Discretionary$188.8M
Non-Disc.$142.9M
Employees4
Clients200
DateJun 2013
Total AUM$296.9M
Discretionary$142.6M
Non-Disc.$154.3M
Employees4
Clients200
DateMar 2013
Total AUM$296.9M
Discretionary$142.6M
Non-Disc.$154.3M
Employees4
Clients200
DateAug 2012
Total AUM$250.8M
Discretionary$135M
Non-Disc.$115.8M
Employees1
Clients200
DateJun 2012
Total AUM$250.8M
Discretionary$135M
Non-Disc.$115.8M
Employees1
Clients200
DateMar 2012
Total AUM$250.8M
Discretionary$135M
Non-Disc.$115.8M
Employees1
Clients200
DateFeb 2012
Total AUM$233M
Discretionary$109.9M
Non-Disc.$123M
Employees1
Clients26
DateFeb 2011
Total AUM$233M
Discretionary$109.9M
Non-Disc.$123M
Employees5
Clients--
DateJun 2010
Total AUM$186.6M
Discretionary$66M
Non-Disc.$120.6M
Employees5
Clients--
DateJun 2010
Total AUM$186.6M
Discretionary$66M
Non-Disc.$120.6M
Employees5
Clients--
DateMar 2010
Total AUM$140.5M
Discretionary$52.6M
Non-Disc.$87.9M
Employees5
Clients--
DateMar 2009
Total AUM$140.5M
Discretionary$52.6M
Non-Disc.$87.9M
Employees5
Clients--
DateMar 2007
Total AUM$127M
Discretionary$9.9M
Non-Disc.$117.1M
Employees5
Clients--
DateMar 2006
Total AUM$78.2M
Discretionary$72.6M
Non-Disc.$5.6M
Employees5
Clients--
DateMay 2005
Total AUM$45.4M
Discretionary$5.2M
Non-Disc.$40.2M
Employees5
Clients--