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Overview

Services

Advisor Services

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Funds

Funds Used With Clients

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Firm Client types

Qualifications

Experience

No timeline events available.
Employer Years Dates
Sensible Financial Planning and Management, LLC 3 years, 8 months Mar 2016 - Present
Sensible Financial Planning and Management, LLC 1 year, 10 months Apr 2014 - Feb 2016
Sensible Financial Planning and Management, LLC 2 years, 4 months Nov 2011 - Mar 2014
Anthony DiMauro Accounting 4 months Jan 2011 - May 2011
Bentley University 4 years, 9 months Aug 2006 - May 2011
Are You
Joshua Sansby Trubow?
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Designations & Memberships

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Articles and Answers

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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
    N/A
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
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