Nancy Barton Fellinger
Investment adviser representative at Sensible Money, LLC
17 yearsExperience
2 statesRegistered in
ChFC®, CFP® certificationDesignations
$742.5MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
17 years in the industry.
- Sensible Money, LLCSep 2018 to now
- Coburn & Meredith, IncApr 2009 to Sep 2018
Designations
- ChFC®
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law1994
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 2 states (SC, TX).
Sensible Money, LLC
$742.5MAssets managed
326Clients
13Advisers
9 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2435269
- Firm CRD
- 158641