AdvisoryHQ, an independent publishing and media organization ranked financial planners and wealth managers in San Diego and chose Sensible Financial Planning & Management as one of the top twelve for 2020.
The firm praised Sensible for being a fee-only fiduciary. “They also emphasized our whole life approach and our focus on the fundamentals of financial planning,” said Frank Napolitano, Senior Financial Advisor at Sensible Financial. “They highlighted our affinity for getting to know our clients and their dreams and working to make those dreams a reality.”
Sensible Tiers of Service
AdvisoryHQ pointed out that Sensible has different tiers of service, starting with an initial financial plan, including:
- Detailed action plan
- Risk management assessment
- Cash flow plan
- Tax minimization strategy
- Integrated investment plan
At the financial guidance level, Sensible offers a financial plan along with:
- Ongoing financial guidance
- Retirement income planning and management
- Annual progress review
- Portfolio management
In an article on their website, AdvisoryHQ stated, “Sensible Financial Planning has an uncomplicated approach to financial planning and wealth management. This helps instill confidence in clients.” They also praised our goal-oriented perspective and the expertise of our team.
Since 2015, AdvisoryHQ has researched top firms in various industries and cities to rank the best companies. They follow a systematic process and do not notify the companies until they publish the results. They look at fee structure, innovation, team knowledge and experience, client ratings, transparency, and the accessibility of the advisors and staff to answer customer questions.