What is Sensible Financial Planning and Management's NAICS code?

Sensible Financial Planning and Management's NAICS code is 5239 (Other Financial Investment Activities).

Insights

Acquisition Opportunity Beacon Pointe acquired Sensible Financial in October 2025, signaling a channel for enterprise sales and potential integration or deployment of services within a larger advisory platform.

Growth Readiness Revenue range of 10M to 25M with a small team suggests scalability potential and a need for scalable operations, automation, and technology partnerships to support broader client bases.

Independent Advice Focus Emphasizing unbiased, commission-free product recommendations creates a strong value proposition for partnerships that enhance fiduciary-grade software, CRM, portfolio optimization, and compliance tooling.

Tech Stack Fit Current technology stack includes cloud, CMS, email marketing, and analytics—opportunities exist to upsell more advanced client reporting, data integration, cybersecurity, and cloud-based advisor tools.

Market Positioning Small, independent advisory with a blend of software-driven and human advice presents a niche for collaborations with mid-market RIAs, custodian integrations, and marketing automation providers seeking differentiated offerings.

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Sensible Financial Planning and Management Tech Stack

Sensible Financial Planning and Management uses 8 technology products and services including Cloudflare CDN, WordPress, Microsoft 365, and more. Explore Sensible Financial Planning and Management's tech stack below.

Cloudflare CDN
Content Delivery Network
WordPress
Content Management System
Microsoft 365
Email
Constant Contact
Marketing Automation
WP Engine
Platform As A Service
Yoast SEO
Search Engines
Google Search Console
Web Analytics
AddToAny
Widgets

Media & News

Sensible Financial Planning and Management's Email Address Formats

Sensible Financial Planning and Management uses at least 4 email formats:

Sensible Financial Planning and Management Email Formats	Example	Percentage
FLast@sensiblefinancial.com	JDoe@sensiblefinancial.com	67%
First.Last@sensiblefinancial.com	John.Doe@sensiblefinancial.com	26%
LFirst@sensiblefinancial.com	DJohn@sensiblefinancial.com	4%
FMiddleLast@sensiblefinancial.com	JMichaelDoe@sensiblefinancial.com	3%

Frequently Asked Questions

What is Sensible Financial Planning and Management's phone number?

You can contact Sensible Financial Planning and Management's main corporate office by phone at

+1-781-642-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Sensible Financial Planning and Management's official website and social media links?

Sensible Financial Planning and Management's official website is sensiblefinancial.com and has social profiles on LinkedIn.

How much revenue does Sensible Financial Planning and Management generate?

As of September 2026, Sensible Financial Planning and Management's annual revenue is estimated to be $10M - $25M.

What is Sensible Financial Planning and Management's SIC code and NAICS code?

Sensible Financial Planning and Management's SIC code is 6282 - Investment Advice and NAICS code is 5239 - Other Financial Investment Activities.

How many employees does Sensible Financial Planning and Management have currently?

As of September 2026, Sensible Financial Planning and Management has approximately 5 employees across 2 continents, including North America and Europe. Key team members include Director: M. M., Closing Document Specialist: J. P. and Financial Advisor: J. T. Explore Sensible Financial Planning and Management's employee directory with LeadIQ.

What industry does Sensible Financial Planning and Management belong to?

Sensible Financial Planning and Management operates in the Investment Management industry.

What technology does Sensible Financial Planning and Management use?

Sensible Financial Planning and Management's tech stack includes Cloudflare CDN, WordPress, Microsoft 365, Constant Contact, WP Engine, Yoast SEO, Google Search Console and AddToAny.

What is Sensible Financial Planning and Management's email format?

Sensible Financial Planning and Management's email format typically follows the pattern of FLast@sensiblefinancial.com. Find more Sensible Financial Planning and Management email formats with LeadIQ.

When was Sensible Financial Planning and Management founded?

Sensible Financial Planning and Management was founded in 2002.

Sensible Financial Planning and Management

Investment ManagementMassachusetts, United States2-10 Employees

Sensible Financial Planning and Management provides independent financial planning and investment management to individuals and families. The firm emphasizes personalized, unbiased guidance and aims to make professional advice accessible and affordable for clients who have been hesitant to engage advisors. It combines software-supported planning with the expertise of its advisers to deliver tailored recommendations that reflect each client's circumstances while prioritizing products that do not pay sales commissions. Headquartered in Waltham, Massachusetts, Sensible Financial Planning and Management was founded in 2002. It operates as a small professional practice serving individual clients seeking financial planning and asset management. In October 2025, the firm was acquired by Beacon Pointe Advisors, expanding the latter's East Coast footprint.