Frank
Napolitano
Sensible Financial Planning And Management, LLC
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About this Advisor
Frank Napolitano is a certified financial planner and chartered financial analyst who works out of Waltham, Massachusetts, with 11 years of industry experience. Napolitano is an advisor for Sensible Financial Planning And Management, LLC. They have spent their whole time as a financial advisor at Sensible Financial Planning And Management, Llc. Napolitano holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is approved to operate in California and Massachusetts. Sensible Financial Planning And Management, LLC is a business based out of Waltham, MA. It has a total of 18 financial advisors. It administers $705 million in total assets between its 1,731 accounts, placing it among the bigger financial advisory firms in the nation by assets under management. The firm serves two charitable organizations. Of its 1,731 customer accounts, 73% are held by high-net-worth investors who have more than $1 million in investable assets. The firm performs a broad array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial advisory fees are based on which service is offered. However, fees billed by Sensible Financial Planning And Management, LLC likely include any combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sensible Financial Planning And Management, LLC Brokerage Details
$705,384,619
18
1,731
$407,501
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Frank Napolitano Work History
Frank has been registered as a financial advisor for 11 years.*
Sensible Financial Planning And Management, LLC
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Frank Napolitano 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
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
