Sensible Money, LLC

Sensible Money, LLC (CRD# 158641) is a financial advisory firm headquartered in Scottsdale, AZ. They manage $83,217,280 in 384 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    83
    MILLION
  • Total Number of Accounts
    384
    ACCOUNTS
  • Average Account Value
    $216,712
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)
  • Educational seminars/workshops
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, LA, MA, TX

Financial Advisors at Sensible Money, LLC
Showing 1 - 4 of 4 top financial advisors.
1
Kathleen K. Mealey
CRD#: 5838785
Call for Appointment, Marblehead, MA 01945
101
Wealthminder
score
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.
2
Charles D. Robinson
CRD#: 708901
7051 E. 5th Ave, Suite F, Scottsdale, AZ 85251
96
Wealthminder
score

Charles Robinson (CRD# 708901) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 26 years of experience in the finance industry. Charles Robinson 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.

3
Brian T. Duvall
CRD#: 5109960
7051 E. 5th Ave, Suite F, Scottsdale, AZ 85251
93
Wealthminder
score

Brian Duvall (CRD# 5109960) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 10 years of experience in the finance industry.

4
Dana M. Anspach
CRD#: 2585909
7051 E. 5th Ave, Suite F, Scottsdale, AZ 85251
86
Wealthminder
score

Dana Anspach (CRD# 2585909) is an Investment Advisor Representative working at Sensible Money, LLC in Scottsdale, AZ and has over 17 years of experience in the finance industry. Dana Anspach 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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