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Navarrus Hale

Sensible Money, LLC

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About Navarrus Hale

Navarrus Hale is an investment advisor representative with Sensible Money, LLC. Navarrus has been in the industry since 2020, and currently holds Series 63 and 65 licenses. Navarrus has a diverse work history including employment at NIFS, YMCA, PARCS, IUPUI, Best Buy and Ivy Tech.

Firm Information

Navarrus Hale is currently registered with Sensible Money, LLC. 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.

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Navarrus Hale’s Registration & Firm History

AZ

06/10/2022 - Present

Sensible Money, LLC (SCOTTSDALE AZ)

IN

08/18/2020 - 06/02/2022

THRIVENT INVESTMENT MANAGEMENT INC. (Carmel IN)

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Licenses & Designations

IA

Issued 10/16/2020

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 08/31/2020

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/18/2020

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 07/28/2020

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Navarrus Hale.
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