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Sensible Financial Solutions, LLC
SENSIBLE FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser in KALKASKA, MI. The firm manages approximately $585,335 in assets.
Sensible Financial Solutions, LLC
SENSIBLE FINANCIAL SOLUTIONS, LLC is an SEC-registered investment adviser in KALKASKA, MI. The firm manages approximately $585,335 in assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Location
Region
North America
Frequently asked questions
What investment strategy does Sensible Financial Solutions use?
The firm follows a low-cost, passively managed approach, primarily using index mutual funds and ETFs. It may also hold individual securities. The strategy is tailored to each client but is grounded in efficient-market principles. (per public record)
Is Sensible Financial Solutions a fiduciary?
Yes, the firm is registered as an RIA with US regulators and is member of NAPFA, which requires a fee-only fiduciary standard. This means it must act in clients' best interests and cannot accept commissions. (per public record)
Who leads Sensible Financial Solutions?
The firm's leadership is not identified in public sources. It may be owned by one or more individuals who also serve as advisors, but no names are recorded. (per public record)
What types of clients does Sensible Financial Solutions serve?
The firm appears to serve individuals, families, and small businesses. Its services include financial planning and discretionary investment management, typically for US-based clients with moderate to high net worth. (per public record)
How does Sensible Financial Solutions charge for its services?
The firm is fee-only, meaning it charges a percentage of assets under management or a flat planning fee. It does not receive commissions or third-party compensation. (per public record)
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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