On October 14, 2025, Beacon Pointe Advisors announced its acquisition of Sensible Financial Planning.
Beacon Pointe Advisors (“Beacon Pointe”) announced, on October 14, 2025, its acquisition of Sensible Financial Planning (“Sensible”). Under the terms of the transaction, which closed on October 1, 2025, Sensible’ s team joined Beacon Pointe. Further terms of the deal were not disclosed.
Beacon Pointe, based in Newport Beach, California, is a registered investment advisor that helps clients determine investment goals, establish asset allocation guidelines, evaluate fund performance, screen investment managers for selection and develop strategic financial plans. Beacon Pointe has approximately $54 billion in assets.
Sensible, based in Waltham, Massachusetts, is a fee only registered investment advisor offering personalized financial planning and investment management services. Sensible has approximately $944 million in assets under management. Advisor Growth Strategies acted as the advisor for Sensible on the transaction.
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