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Sensible Financial Planning
Sharing Information
Analyzing Your Requirements
Recommend Specific Investments
Ongoing Management
Fees
• Planning fee
• Account Establishment fee
• Portfolio Management fees
Sensible Financial Planning institutions inst fees

Each of our services is affordable:

  • Sensible Financial financial and investment plans cost between $1,500 and $5,000. The fee for your organization will will depend upon the complexity of its financial situation. We can quote you a firm price based on an initial discussion.
    • Fees for portfolio management begin at less than .5% for assets of $500,000
    • We can provide additional services at reasonable rates.