Sensible Investment Strategies, LLC

Sensible Investment Strategies, LLC (CRD# 128079) is a financial advisory firm headquartered in , . They manage $14,926,012 in 84 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    15
    MILLION
  • Total Number of Accounts
    84
    ACCOUNTS
  • Average Account Value
    $177,691
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at Sensible Investment Strategies, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Scott T. Nelson
CRD#: 2041553
Phoenix, AZ
96
Wealthminder
score

Scott Nelson (CRD# 2041553) is an Investment Advisor Representative working at Sensible Investment Strategies, LLC in Phoenix, AZ and has over 26 years of experience in the finance industry. Scott Nelson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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