Sensible Money, LLC

Sensible Money, LLC (CRD# 158641) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $515,475,878 in 1,221 accounts and serve the financial needs of clients across 18 states (or territories).

By the Numbers
  • Total Assets Under Management
    515
    MILLION
  • Total Number of Accounts
    1,221
    ACCOUNTS
  • Average Account Value
    $422,175
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
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, GA, IL, IN, LA, MA, NC, NH, NJ, OH, PA, SC, TX, VA, WA

Financial Advisors at Sensible Money, LLC
Showing 1 - 8 of 8 top financial advisors.
1
Dana M. Anspach
CRD#: 2585909
4200 N Marshall Way, Suite 2, Scottsdale, AZ 85251

Dana Anspach (CRD# 2585909) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 24 years of experience in the finance industry.

2
Nancy B. Fellinger
CRD#: 2435269
Pawleys Island, SC

Nancy Fellinger (CRD# 2435269) is an Investment Advisor Representative working at Sensible Money, LLC in Pawleys Island, SC and has over 30 years of experience in the finance industry.

3
Beau M. Kemp
CRD#: 6969712
4200 N Marshall Way, Suite 2, Scottsdale, AZ 85251

Beau Kemp (CRD# 6969712) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry.

4
Kathleen K. Mealey
CRD#: 5838785
4200 N Marshall Way, Suite 2, Scottsdale, AZ 85251
Kathleen Mealey (CRD# 5838785) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 5 years of experience in the finance industry. Kathleen Mealey 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 putclients' interests first and comply with the Financial Planning Practice Standards.
5
Caley J. Miller
CRD#: 6663528
4200 N Marshall Way, Suite 2, Scottsdale, AZ 85251

Caley Miller (CRD# 6663528) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 6 years of experience in the finance industry.

6
Amy L. Shepard
CRD#: 6281574
4200 N Marshall Way, Suite 2, Scottsdale, AZ 85251

Amy Shepard (CRD# 6281574) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 9 years of experience in the finance industry.

7
Navarrus Hale
CRD#: 7242789
4200 N Marshall Way, Suite 2, Scottsdale, AZ 85251

Navarrus Hale (CRD# 7242789) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.

8
Charles Picerni
CRD#: 7323891
4200 N Marshall Way, Suite 2, Scottsdale, AZ 85251

Charles Picerni (CRD# 7323891) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 3 years of experience in the finance industry.

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