Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Sensible Financial Planning 3 years, 3 months Aug 2016 - Present
US Financial Advisors, LLC 1 year May 2015 - May 2016
LPL Financial LLC 1 year, 8 months Sep 2014 - May 2016
Us Wealth Management 1 year, 10 months Jul 2014 - May 2016
Northeastern University 4 months Jan 2014 - May 2014
Thunderstorm Capital 5 months Jul 2013 - Dec 2013
Northeastern University 5 months Jan 2013 - Jun 2013
John Hancock Financial Services 5 months Jul 2012 - Dec 2012
Northeastern University 5 months Jan 2012 - Jun 2012
State Street Global Advisors 5 months Jul 2011 - Dec 2011
Wayland Baseball & Softball Association 2 months Jun 2011 - Aug 2011
Northeastern University 7 months Sep 2010 - Apr 2011
Wayland Baseball & Softball Association 2 months Jun 2010 - Aug 2010
Self-Employed 3 months May 2010 - Aug 2010
Northeastern University 7 months Sep 2009 - Apr 2010
Harpswell Association 5 years Jun 2006 - Jun 2011
Are You
Edward Joseph Samp?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Edward Samp

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Aug 4, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    Aug 6, 2019
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

Sensible Financial Planning and Management, LLC

Last updated on Feb. 28, 2017
    • $362.3M
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 1K
      Accounts
    • $316.4K
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Hourly Charges
  • Fixed Fees
Other Advisors in Your Area
  • Jonathan Harrison Swanburg
    Calton & Associates, Inc.
    Houston, TX
    View Profile
  • Brooks Harper Mcgee
    Avalon Advisors LLC
    Houston, TX
    View Profile
  • William Miles Marks
    Avalon Advisors LLC
    Houston, TX
    View Profile
  • Mark Francis Scribner
    Nfp Advisor Services LLC
    Boston, MA
    View Profile
  • Christopher L. Perego
    Avondale Wealth Management LLC
    Houston, TX
    View Profile
  • Joseph Richard Birkofer
    Legacy Asset Management, Inc.
    Houston, TX
    View Profile