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 Impact Beacon Pointe acquired Sensible Financial in October 2025, signaling a strategic expansion move and potential shift in client base, product offerings, and cross-sell opportunities for wealth management services.

Growth Signals Revenue is in the multi‑million range, indicating a solid operating scale for targeted sales conversations around enhanced advisory services, technology integration, and funded investment products.

Tech Enablement Established use of modern tech stack including RSS, Backbone.js, and analytics tools suggests readiness for partnerships around digital advisory platforms, client portals, and data analytics enhancements.

Independence Advantage Firm emphasizes unbiased, fee-based, commission-free product recommendations, presenting an attractive value proposition for clients seeking conflict‑free advise and creating opportunities to bundle fiduciary‑level services.

Market Positioning Smaller firm with national peers in a highly competitive space offers a pathway for scalable growth through strategic alliances, white‑label solutions, or outsourced investment operations for mid‑sized advisory practices.

Similar companies to Sensible Financial Planning and Management

Sensible Financial Planning and Management Tech Stack

Sensible Financial Planning and Management uses 8 technology products and services including Cloudflare CDN, Modernizr, Priority Hints, and more. Explore Sensible Financial Planning and Management's tech stack below.

Cloudflare CDN
Content Delivery Network
Modernizr
Javascript Libraries
Priority Hints
Performance
PHP
Programming Languages
Google Tag Manager
Tag Management
Cloudflare Insights
Web Analytics
Genesis Framework
Web Platform Extensions
AddThis
Widgets

Media & News

Sensible Financial Planning and Management's Email Address Formats

Sensible Financial Planning and Management uses at least 1 format(s):

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 August 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 NAICS code?

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

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

As of August 2026, Sensible Financial Planning and Management has approximately 5 employees across 1 continents, including North America. Key team members include Closing Document Specialist: J. P.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 CDNModernizrPriority HintsPHPGoogle Tag ManagerCloudflare InsightsGenesis FrameworkAddThis.

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.