Sensible Money, LLC
Firm details
- Headquarters
- Scottsdale, Arizona
- CRD number
- 158641
- Registered since
- March 22, 2017
- Website
- www.sensiblemoney.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI92.44%
- Individuals7.33%
- Charitable Organizations0.23%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Sensible Money, LLC is an independent registered investment adviser organized as an LLC and operating since 2017. The firm acts as a capital allocator and serves individual, family and institutional clients. Its advisory work centers on financial planning, portfolio management for individuals and small businesses, and selecting third‑party managers. Client billing combines percentage‑of‑assets and fixed‑fee arrangements. Sensible Money does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds70%
- US Government Bonds12%
- Cash & Cash Equivalents10%
- Exchange Traded Equities4%
- State & Local Bonds4%
Owners & executives
1 of 1David Schoenecker
COOCRD 7875200
Contacts
3 of 12
Tabitha Daly
Financial PlannerCRD 7136015
Nancy Fellinger
Financial PlannerCRD 2435269
Dana Anspach
FounderCRD 2585909
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 92Active vs passive
$369M in ETFs
15%
$56.5M
84%
$313M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $98.6M | 2,221,756 | 26.70% |
Location
Scottsdale, AZ
Maricopa
Location
Scottsdale, AZ
Headquartered in Scottsdale, AZ, anchoring the Phoenix-Mesa, AZ metro in the West.
- Metro area
- Phoenix-Mesa, AZ
- Region
- West
- County
- Maricopa
- Address
- 4200 N Marshall Way
- Time zone
- MT (UTC-7)
- Office locations
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