A complete list of active advisors currently associated with Retire Sensibly LLC

Warmer can help you find a great advisor at Retire Sensibly LLC or one who fits your needs even better.

Retire Sensibly LLC is a small, state-registered advisory firm operating with a two-advisor team and managing approximately $58.3 million for about 146 clients. The firm primarily serves individuals, families, retirees and high-net-worth clients, offering discretionary investment management, financial planning, and employee benefit plan consulting. The firm’s investment approach emphasizes passive investment management and Modern Portfolio Theory—building diversified portfolios with index mutual funds and ETFs—while also incorporating fundamental, technical, cyclical and charting analyses to inform asset allocation and rebalancing; portfolios are documented in an Investment Policy Statement and reviewed at least annually. Financial planning is typically delivered alongside investment management and is made available at no additional cost to clients who maintain at least $250,000 in managed accounts, with standalone planning offered for others. A relatively uncommon feature for a firm of this size is its provision of public and organizational educational seminars and speaking engagements, which the brochure describes as purely educational (not individualized advice) and which the firm may offer pro bono or on a negotiated fee basis. The firm operates as a fee-only adviser, generally recommends an institutional custody platform for clients, and executes client trades on an individual basis rather than aggregating or block trading.

To learn more about the advisors currently working at Retire Sensibly LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.