Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
390 advisors
Number of Clients
18,377 clients
Average Client Portfolio
$2.2M average
Assets Under Management
$39.8B
Fee Structure
Minimum Investment:$1M
Financial Planning:Included in AUM fee
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Contact
Richard Donald Fine
Location
203 Crescent Street, Suite 404, Waltham, MA, 02453
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Regulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Beacon Pointe Advisors, LLC
October 2025 - Present · 4 mos
Sensible Financial Planning and Management, LLC
August 2008 - Present · 17 yrs 6 mos
State Registrations2 states
MATX
Advisor
Exams
No exam information available for this advisor.
Additional Information
Rick received his MBA at Babson College in Wellesley, MA. He also earned a Certificate in Financial Planning from Boston University and is now aCertified Financial Planner™ practitioner.
Contact
Richard Donald Fine