SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Sensible Money, LLC
Scottsdale, AZ
CRD 158641
Firm filing updated March 27, 2026 ·
- $742.5MAssets
- 326Clients
- 8Advisory staff
- 1,416Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- High net worth individuals220
- Individuals104
- Charities2
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 104 | $54.4 million |
| High net worth individuals | 220 | $686.4 million |
| Charitable organizations | 2 | $1.7 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisors (including private fund managers)
Assets and accounts
- Regulatory assets$742.5 million
- Accounts1,416
- DiscretionaryAll accounts
People
- Employees16
- Advisory staff8
- Broker-dealer reps0
- Licensed insurance agents0
- Planning clients251 to 500
Advisors
6 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- SEC-registered investment advisor. CRD 158641, SEC file 801-110039.
- Registered with the SEC as an investment advisor (status date on record: March 22, 2017).
Is Sensible Money, LLC a fiduciary?
Short answer: Sensible Money, LLC is registered with the SEC as an investment advisor.
More detail
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
The firm does not report commissions, a broker-dealer role, a related broker-dealer, or staff who are broker-dealer representatives.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.