Awards & Recognition

Sensible Financial Planning and Management has received several awards and been recognized by several prestigious organizations. While we focus more on impressing you, our clients, we appreciate the recognition from peers and industry organizations.

Advisory HQ badge for Sensible Financial Planning awards

AdvisoryHQ 2019 Top Financial Advisors & Wealth Management Firms in San Diego, CA

Compensation received by AdvisoryHQ may impact how and where reviews and firms appear on AdvisoryHQ, including the order in which they appear. However, AdvisoryHQ will never include a firm on our “top ranking” reviews unless the firm passes our selection criteria.

AdvisorHQ Best Financial advisors in San Diego awards

AdvisoryHQ 2017 Top Ten Best Financial Advisors in San Diego

Compensation received by AdvisoryHQ may impact how and where reviews and firms appear on AdvisoryHQ, including the order in which they appear. However, AdvisoryHQ will never include a firm on our “top ranking” reviews unless the firm passes our selection criteria.

InvestmentNews Best Practices Awards

InvestmentNews 2017 Best Practices Award for Excellence in Technology

Top performers are defined as those firms who are in the top quartile of a composite ranking consisting of the following metrics:
· Operating profit margin
· Revenue per professional
· Revenue per staff, and
· Year-over-year revenue growth percentage.
This methodology is intended to be agnostic of the firm’s technology practices and based purely on the profitability, productivity and growth exhibited by the firm.

Financial Times Top Financial Advisers Awards

Financial Times 2017 300 Top Registered Investment Adviser

The Financial Times 300 Top Registered Investment Advisers is an independent listing produced annually by the Financial Times (June 2017). The FT 300 is based on data gathered from RIA firms, regulatory disclosures, and the FT’s research. The listing reflected each practice’s performance in six primary areas: assets under management, asset growth, compliance record, years in existence, credentials and online accessibility. This award does not evaluate the quality of services provided to clients and is not indicative of the practice’s future performance. Neither the RIA firms nor their employees pay a fee to The Financial Times in exchange for inclusion in the FT 300.

Disclaimer

This content reflects the opinions of Sensible Financial®. We may change it at any time without notice. We provide this content for informational purposes only. Although we endeavor to keep the information up-to-date and correct, we make no representations or warranties of any kind, express or implied, about the completeness, accuracy, reliability, suitability for a particular purpose or availability with respect to the website or the information, products, services, or related graphics contained on the website for any purpose. We do not intend the information contained in this website as investment advice and we do not recommend that you buy or sell any security. We do not guarantee that our statements, opinions or forecasts will prove to be correct. Past performance does not guarantee future results. You cannot invest directly in any index. If you attempt to mimic the performance of an index, you will incur fees and expenses which will reduce returns. All investing involves risk. You can lose any money you invest. There is no guarantee that any investment plan or strategy will succeed.

More important additional information and full disclaimer.

Copyright © Sensible Financial · All Rights Are Reserved