Sensible Money is a fee-only wealth management firm that brings calm, clarity, and comfort to retirement planning with straight forward, step-by-step advice from independent advisors. The planning process is designed to look at all the retirement risks you face, such as longevity, inflation, over-spending, and sequence risk. These concepts and available decisions are then explained in language you can understand. Once a holistic income plan is in place, an investment plan is created that aligns to your income or accumulation goals.
View Top Employees from Sensible Money, LLC| Website | http://www.sensiblemoney.com |
| Revenue | $1 million |
| Employees | 21 (21 on RocketReach) |
| Founded | 2011 |
| Address | 4200 N Marshall Way, Scottsdale, Arizona 85251, US |
| Phone | (480) 719-7290 |
| Technologies |
JavaScript,
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| Industry | Financial Services, Finance General, Finance |
| Competitors | Allegiance Financial Service, Inc., Charles Carroll Financial Partners, Covenant Wealth Advisors, Flores Wealth Planning LLC, Sierra Pacific Financial Advisors, LLC |
| SIC | SIC Code 628 Companies, SIC Code 62 Companies |
| NAICS | NAICS Code 52393 Companies, NAICS Code 523 Companies, NAICS Code 52 Companies, NAICS Code 5239 Companies |
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Sensible Money, LLC Questions
The Sensible Money, LLC annual revenue was $1 million in 2024.
Amy Shepard is the Partner of Sensible Money, LLC.
21 people are employed at Sensible Money, LLC.
Sensible Money, LLC is based in Scottsdale, Arizona.
The NAICS codes for Sensible Money, LLC are [52393, 523, 52, 5239].
The SIC codes for Sensible Money, LLC are [628, 62].
Top Sensible Money, LLC Employees
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ViewChuck Robinson
Managing Director of Strategic Growth and Retirement Income 'Guru' at Sensible Money, LLC
Scottsdale, Arizona, United States31 -
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