Kelly
Robertie
Sensible Financial Planning And Management, LLC
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About this Advisor
Kelly Robertie is a financial advisor operating out of Waltham, Massachusetts. Robertie is on the advisory team at Sensible Financial Planning And Management, LLC. During their career, the advisor has held roles at Regis College, Winthrop Public Schools, Peabody Public Schools and Sensible Financial Planning And Management, LLC. Robertie holds Series 65 and Series 63 licenses, certifying them as both a securities agent and an investment advisor representative, and is able to work in Massachusetts. Sensible Financial Planning And Management, LLC is a registered investment company that has its headquarters in Waltham, MA. The firm has a total of 18 employees. It oversees $705 million in assets across its 1,731 customer accounts, making it one of the larger firms in the nation by assets under management. The firm advises two charitable organizations. Of its 1,731 customer accounts, 73% belong to high-net-worth clients who have at least $1 million in investable assets. The company performs a wide array of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management typically are based on the type of services provided. Fee types charged by Sensible Financial Planning And Management, LLC likely are comprised of any blend 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
Kelly Robertie Work History
Kelly has been registered as a financial advisor for 0 years.*
Sensible Financial Planning And Management, LLC
Peabody Public Schools
Winthrop Public Schools
Regis College
*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 Kelly Robertie 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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