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 SEC-registered investment adviser formed in 2017 and organized as an LLC with individual ownership. The firm provides financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its client mix includes individual and family clients as well as institutional relationships. Fee arrangements include both percentage-of-AUM and fixed-fee structures. Sensible Money is identified as a capital allocator, which indicates it directs client capital to external managers in addition to managing portfolios in-house.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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 10TABITHA 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 81Active vs passive
$321M in ETFs
14%
$45.8M
86%
$275M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| DIMENSIONAL US CORE EQUITY 2 ETF (DFAC) | Dimensional | Active | Large Blend | $85.9M | 2,210,467 | 26.80% |
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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