Sensible Financial Planning and Management, LLC

Sensible Financial Planning and Management provides tailored financial advisory services, focusing on retirement planning, tax strategies, estate planning, and investment management to enhance clients' financial health and security. Founded in 2002, Sensible Financial Planning and Management specializes in comprehensive financial advisory services. The company has not reported any major changes in business strategy or operations. The firm is headquartered in Waltham, Massachusetts, with an additional office located in San Diego, California.

The company was founded by experienced professionals in the finance sector, although specific names are not disclosed. Sensible Financial Planning was the investment target in its most recent acquisition, which occurred on In October 2025, Beacon Pointe Advisors, LLC, a portfolio company of KKR, acquired Sensible Financial Planning and Management, LLC. Sensible Financial Planning and Management offers comprehensive financial advisory services designed to address various aspects of personal finance. Their core product offerings include retirement planning, tax strategies, estate planning, and investment management, all tailored to meet individual client needs and goals.

The firm emphasizes a holistic approach, carefully considering each client's entire financial picture to align plans with their present and future requirements. The target customer base includes individuals and families seeking to enhance their financial health and security. Their services are primarily marketed within the United States, with notable emphasis on the Massachusetts and California markets, where they have physical offices in Waltham and San Diego. Revenue at Sensible Financial Planning is generated through a combination of advisory fees and service charges associated with their financial planning solutions.

Clients typically engage with the firm through personalized consultations, leading to the development of tailored financial plans for a structured fee. The company primarily operates on a B2C model, providing direct services to individual clients rather than through intermediaries. As part of their offerings, they provide ongoing management and advisory services to clients, which may include regular reviews and updates to financial plans based on changing circumstances. This relationship fosters continuous engagement, ensuring clients receive the necessary support to achieve their financial objectives.

Following the recent acquisition by Beacon Pointe Advisors, LLC, the firm aims to leverage expanded wealth management capabilities to enhance its client base. Specific future product launches and market expansion plans have not been detailed, but the acquisition enables a broader geographical reach and deeper service offerings. The financial resources from the acquisition will be utilized to support these growth initiatives, although further specifics are not disclosed. The October 2025,acquisition enables Beacon Pointe Advisors, LLC to expand its wealth management capabilities and client base.