Brendan
Spilsbury
Sensible Financial Planning And Management, LLC
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About this Advisor
Brendan Spilsbury is a financial advisor based in Waltham, Massachusetts, working with Sensible Financial Planning And Management, LLC. Brendan has previously held positions at Sensible Financial Planning And Management, LLC, Union College, and was a full-time student. Brendan has passed the Series 65 regulatory exam and is registered to provide services in Massachusetts. Currently, Brendan is part of Sensible Financial Planning And Management, LLC, which operates out of Waltham, Massachusetts. The firm has 1 office and 18 employees. The firm manages assets totaling $774.9 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Sensible Financial Planning And Management, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Sensible Financial Planning And Management, LLC Brokerage Details
$774,907,445
18
1,597
$485,227
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Brendan Spilsbury Work History
Sensible Financial Planning And Management, LLC
Union College
Full Time Student
Disclosures
Please visit the SEC profile of Brendan Spilsbury to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sensible Financial Planning And Management, LLC
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
Waltham, MA
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