Acquisition · Activity not yet classified
Sensible Financial Planning
Transaction overview
Reported completed
Announced: Closed:
Beacon Pointe Advisors reported completing its acquisition of Sensible Financial Planning on October 1, 2025.
Selected source-supported transactions; coverage is incomplete. Announcements do not establish completion or that a deal is still pending. Sponsor activity and operating-business transactions are distinct from adviser acquisitions. Unclassified activity is excluded from adviser-only counts.
Source evidence
- Beacon Pointe Advisors Increases Boston-Area Presence with $944M Acquisition ↗
Beacon Pointe Advisors · Published Oct 14, 2025
Beacon Pointe Advisors reported that the acquisition of Sensible Financial Planning formally closed October 1, 2025.