CFA · CFP
CFA · CFP
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
Frank Carmine Napolitano
Location
203 Crescent Street, Suite 404, Waltham, MA, 02453
Get directionsHistory
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
Previous Registrations
Sensible Financial Planning and Management, LLC
June 2012 - October 2025 · 13 yrs 4 mos
Morgan Stanley Smith Barney LLC
July 2011 - April 2012 · 9 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Contact
Frank Carmine Napolitano