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
Firm Details
- Organization Type
- Limited Liability Company
- State of Formation
- Massachusetts
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- May 28, 2025
- Branch Offices
- 1
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| Luce, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| Luce, Charles | I | ASSOCIATE DIRECTOR OF BUSINESS OPERATIONS AND CHIEF COMPLIANCE OFFICER | NA | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MANAGING MEMBER AND CEO | E | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, JR., FREDERICK, HOTCHKISS | I | MEMBER AND CHIEF COMPLIANCE OFFICER | C | Control |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| MILLER, LINDA, I | I | MEMBER | C | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B | |
| FINE, RICHARD, DONALD | I | FINANCIAL PLANNER AND SENIOR ADVISOR | B |
Registrations
Federal
IA
May 28, 2025 REGISTERED
Notice Filings (19)
CA CT FL IL LA MA MD ME MN MT NC NH NJ NY PA RI TN TX VA
Address
203 CRESCENT STREETSUITE 404
WALTHAM, MA 02453
United States
Phone: 781-642-0890