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Sensible Money, LLC

Headquartered in SCOTTSDALE, AZ

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Firm Information

Sensible Money, LLC is an investment advisor registered with the SEC, headquartered in Scottsdale, Arizona. They offer financial planning and portfolio management services to individuals and families, including high-net-worth individuals. They also provide selection of other advisors services. Sensible Money manages over $515 million in assets for 1,221 clients.

Sensible Money, LLC

4200 N MARSHALL WAY

SCOTTSDALE, AZ 85251

$515.48M

Assets Under Management

66

Total Clients

11

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (6)

SENSIBLE MONEY, LLC has a total of 6 branch locations across the country.
location

SCOTTSDALE, AZ

location

MARBLEHEAD, MA

location

Pawleys Island, SC

location

Indianapolis, IN

location

Miami, FL

location

Riverview, FL

Advisors at Sensible Money, LLC

View All 11 Advisors
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Navarrus Hale

RA

SCOTTSDALE, AZ

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Nancy Barton Fellinger

CFP®, CFC®, RA

Pawleys Island, SC

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Charles Picerni

CFP®, RA

SCOTTSDALE, AZ

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Dana Marie Anspach

CFP®, RA

SCOTTSDALE, AZ

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Beau Michael Kemp

CFP®, RA

SCOTTSDALE, AZ

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Oscar R Vives ortiz

CFP®, PFS®, RA

Riverview, FL

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Kathleen Kelly Mealey

CFP®, RA

SCOTTSDALE, AZ

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Unclaimed
Tabitha N Daly

CFP®, RA

SCOTTSDALE, AZ

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Disclosures

There are no public disclosures for Sensible Money, LLC.

Frequently Asked Questions (8)

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