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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

SENSIBLE MONEY, LLC

CRD 158641

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7571fbc1-9a8c-d33d-a6aa-d219017bc91e

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Relationships: 24
Dated events: 5
On other graphs: 0
Observed: Feb 16, 2017 to Mar 27, 2026
33 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $743MItem 5.F on the latest filing (2026-03-27); as reported, and an affiliate's assets may be counted again on its own filing
Discretionary RAUM: $743M
Private client RAUM: $741MderivedItem 5.D individuals plus high net worth individuals
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 13
RAUM per advisor: $57.1Mderivedthe firm's RAUM over its IAPD headcount: a firm average, never a person's book
Employees: 16
Advisory employees: 8
Offices: 4Schedule D 1.F, beyond the principal office
Accounts: 1,416
Individual clients: 104
High net worth clients: 220
Custody, client assets: $21.3M
SEC number: 801-110039
CRD: 158641
Filings on the tape: 33
First filed: Feb 16, 2017
Latest filed: Mar 27, 2026
Organised: Limited Liability Company, AZ
Website: sensiblemoney.com

Advisors on IAPD

current investment adviser representatives on the IAPD individual feed, longest tenure first

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
DANA MARIE ANSPACH	Certified Financial Planner	SCOTTSDALE, AZ	15	27	3	no
KATHLEEN KELLY MEALEY	Certified Financial Planner	SCOTTSDALE, AZ \| MARBLEHEAD, MA	12	16	1	no
CALEY Jared MILLER	Certified Financial Planner	SCOTTSDALE, AZ	9	11	n/a	no
NANCY BARTON FELLINGER	Certified Financial Planner\|Chartered Financial Consultant	Pawleys Island, SC \| SCOTTSDALE, AZ	7	32	4	no
AMY LEIGH SHEPARD	Certified Financial Planner	SCOTTSDALE, AZ	7	12	2	no
Julio Lopez-Brito	Certified Financial Planner	Miami, FL \| SCOTTSDALE, AZ	4	10	1	no
Charles Picerni	Certified Financial Planner	SCOTTSDALE, AZ	4	12	n/a	no
TABITHA N DALY	Certified Financial Planner	SCOTTSDALE, AZ	3	16	1	no
OSCAR R VIVES ORTIZ	Certified Financial Planner\|Personal Financial Specialist	Riverview, FL \| SCOTTSDALE, AZ	2	11	1	no
Matthew Ryan Hershey	n/a	SCOTTSDALE, AZ	0	11	n/a	no
Stephanie Kay Schultz	Certified Financial Planner	SCOTTSDALE, AZ	0	12	2	no
Paul Escarcega	n/a	SCOTTSDALE, AZ	0	17	n/a	no
MAKAYLA ROSE ALLEN	n/a	SCOTTSDALE, AZ	0	12	n/a	no

Owners and control persons

Schedule A and B as filed; ownership codes are the form's bands (NA under 5%, A 5 to 10%, B 10 to 25%, C 25 to 50%, D 50 to 75%, E over 75%); people are listed as filed and never merged by name

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
ANSPACH, DANA, MARIE	MANAGING MEMBER/CHIEF COMPLIANCE OFFICER	E	yes	07/2011	Feb 16, 2017	Jun 12, 2024
Schoenecker, David	CHIEF OPERATING OFFICER	Na	yes	09/2023	Feb 29, 2024	Jun 12, 2024
MILLER, CALEY, Jared	Member	A	no	01/2022	Apr 8, 2022	Jun 12, 2024
SHEPARD, AMY, LEIGH	Member	A	no	01/2022	Apr 8, 2022	Jun 12, 2024

Offices

Schedule D 1.F offices beyond the principal office; street addresses are not published

City	State	Country	Employees	Also broker-dealer
n/a	n/a	n/a	1	no

Regulatory AUM by fiscal year

annual amendments (and the roster's annual snapshot) as filed; where a year was amended twice the later filing draws the line

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Mar 27, 2026	$743M	$743M	16	8	4	n/a	n/a
2024	Apr 30, 2025	$604M	$604M	17	11	5	n/a	n/a
2023	Feb 29, 2024	$515M	$515M	16	10	4	n/a	n/a
2022	Mar 29, 2023	$422M	$422M	14	10	3	n/a	n/a
2021	Feb 25, 2022	$406M	$406M	13	8	3	n/a	n/a
2020	Mar 30, 2021	$308M	$308M	10	7	2	n/a	n/a
2019	Mar 20, 2020	$242M	$242M	10	7	2	n/a	n/a
2018	Mar 26, 2019	$175M	$175M	9	6	1	n/a	n/a
2017	Mar 29, 2018	$158M	$158M	9	5	1	n/a	n/a

Advisor flows

derived: registrations beginning and ending at this CRD on IAPD, bulk corporate re-registrations excluded; the rate is departures over IAPD headcount

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
1	0	1	0.0%	0	0	0	2	2

Growth

derived from consecutive annual filings; RAUM as reported

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$743M	$604M	23.0%	$422M	20.7%	16	17	4	5

Relationships

Registered with (20)

← MAKAYLA ROSE ALLENAdvisorregistration: current employment
Sep 11, 2026 to presentfactForm ADV
← Paul EscarcegaAdvisorregistration: current employment
Jul 14, 2026 to presentfactForm ADV
← Stephanie Kay SchultzAdvisorregistration: current employment
Jun 12, 2026 to presentfactForm ADV
← Matthew Ryan HersheyAdvisorregistration: current employment
Oct 20, 2025 to presentfactForm ADV
← OSCAR R VIVES ORTIZAdvisorregistration: current employment
Sep 4, 2024 to presentfactForm ADV
← TABITHA N DALYAdvisorregistration: current employment
May 3, 2023 to presentfactForm ADV
← Charles PicerniAdvisorregistration: current employment
May 18, 2022 to presentfactForm ADV
← Julio Lopez-BritoAdvisorregistration: current employment
Dec 6, 2021 to presentfactForm ADV
← AMY LEIGH SHEPARDAdvisorregistration: current employment
Jul 16, 2019 to presentfactForm ADV
← NANCY BARTON FELLINGERAdvisorregistration: current employment
Nov 30, 2018 to presentfactForm ADV
← CALEY Jared MILLERAdvisorregistration: current employment
Jul 19, 2017 to presentfactForm ADV
← KATHLEEN KELLY MEALEYAdvisorregistration: current employment
Mar 19, 2014 to presentfactForm ADV
← DANA MARIE ANSPACHAdvisorregistration: current employment
Jul 22, 2011 to presentfactForm ADV
← Navarrus HaleAdvisorregistration: previous registration
Jun 10, 2022 to Jul 9, 2025factForm ADV
← Beau Michael KempAdvisorregistration: previous registration
Sep 14, 2018 to May 7, 2025factForm ADV
← Charles David RobinsonAdvisorregistration: previous registration
Aug 17, 2015 to Jan 27, 2023factForm ADV
← BRIAN THOMAS DUVALLAdvisorregistration: previous registration
Aug 1, 2012 to Mar 19, 2019factForm ADV
← MICHELLE PETROWSKIAdvisorregistration: previous registration
Aug 17, 2015 to Jun 6, 2016factForm ADV
← KIMBERLY MARIE MORTONAdvisorregistration: previous registration
Jul 22, 2011 to Jun 2, 2015factForm ADV
← ROBERT JOSEPH BURGERAdvisorregistration: previous registration
Jun 29, 2012 to May 15, 2015factForm ADV

Controls (2)

← ANSPACH, DANA, MARIEOwnerMANAGING MEMBER/CHIEF COMPLIANCE OFFICER, ownership code E, individual
Feb 16, 2017 to Jun 12, 2024factForm ADV
← Schoenecker, DavidOwnerCHIEF OPERATING OFFICER, ownership code NA, individual
Feb 29, 2024 to Jun 12, 2024factForm ADV

Owns (2)

← SHEPARD, AMY, LEIGHOwnerMEMBER, ownership code A, individual
Apr 8, 2022 to Jun 12, 2024factForm ADV
← MILLER, CALEY, JaredOwnerMEMBER, ownership code A, individual
Apr 8, 2022 to Jun 12, 2024factForm ADV

Dated events

Occurred
Jul 9, 2025
Advisor changed firm
Navarrus Hale left Sensible Money, Llc for Total Wealth Planning, Llc (registered 2025-07-11)
Form ADVobserved 4 days ago
Occurred
May 7, 2025
Advisor changed firm
Beau Michael Kemp left Sensible Money, Llc for Switchpoint Financial Planning Llc (registered 2025-06-06)
Form ADVobserved 4 days ago
Occurred
Feb 29, 2024
Control person joined
David Schoenecker (Chief Operating Officer) appeared on Schedule A of Sensible Money, Llc
Form ADVobserved 4 days ago
Occurred
Jan 27, 2023
Advisor changed firm
Charles David Robinson left Sensible Money, Llc for Keel Point, Llc (registered 2023-03-06)
Form ADVobserved 4 days ago
Occurred
Feb 16, 2017
First Form ADV filing
Sensible Money, Llc filed its initial SEC registration (Form ADV)
Form ADVobserved 4 days ago

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:7571fbc1-9a8c-d33d-a6aa-d219017bc91e
First observed: Feb 16, 2017
Last observed: Mar 27, 2026 5 months ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.

SENSIBLE MONEY, LLC

CRD 158641

SCOTTSDALE, AZ

This is the graph view. The full profile, with its team, deals and sources, is on RIA / Wealth Management.Open the full profile →

Search this name across graphsid dfx:ria:7571fbc1-9a8c-d33d-a6aa-d219017bc91e

Data as of Mar 27, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:20 AM UTC and rebuilt at most every 15 minutes.

Advisor

Designations

Branch

Years here

In industry

Prior firms

Dual registered

DANA MARIE ANSPACH

Certified Financial Planner

SCOTTSDALE, AZ

KATHLEEN KELLY MEALEY

Certified Financial Planner

SCOTTSDALE, AZ | MARBLEHEAD, MA

CALEY Jared MILLER

Certified Financial Planner

SCOTTSDALE, AZ

n/a

NANCY BARTON FELLINGER

Certified Financial Planner|Chartered Financial Consultant

Pawleys Island, SC | SCOTTSDALE, AZ

AMY LEIGH SHEPARD

Certified Financial Planner

SCOTTSDALE, AZ

Julio Lopez-Brito

Certified Financial Planner

Miami, FL | SCOTTSDALE, AZ

Charles Picerni

Certified Financial Planner

SCOTTSDALE, AZ

n/a

TABITHA N DALY

Certified Financial Planner

SCOTTSDALE, AZ

OSCAR R VIVES ORTIZ

Certified Financial Planner|Personal Financial Specialist

Riverview, FL | SCOTTSDALE, AZ

Matthew Ryan Hershey

n/a

SCOTTSDALE, AZ

n/a

Stephanie Kay Schultz

Certified Financial Planner

SCOTTSDALE, AZ

Paul Escarcega

n/a

SCOTTSDALE, AZ

n/a

MAKAYLA ROSE ALLEN

n/a

SCOTTSDALE, AZ

n/a

Owner

Title

Ownership code

Control person

Acquired

First seen

Last seen

ANSPACH, DANA, MARIE

MANAGING MEMBER/CHIEF COMPLIANCE OFFICER

yes

07/2011

Feb 16, 2017

Jun 12, 2024

Schoenecker, David

CHIEF OPERATING OFFICER

yes

09/2023

Feb 29, 2024

Jun 12, 2024

MILLER, CALEY, Jared

Member

01/2022

Apr 8, 2022

Jun 12, 2024

SHEPARD, AMY, LEIGH

Member

01/2022

Apr 8, 2022

Jun 12, 2024

City

State

Country

Employees

Also broker-dealer

n/a

Fiscal year

Filed

RAUM

Discretionary

Employees

Advisory staff

Offices

Private funds

Fund GAV

2025

Mar 27, 2026

$743M

n/a

2024

Apr 30, 2025

$604M

n/a

2023

Feb 29, 2024

$515M

n/a

2022

Mar 29, 2023

$422M

n/a

2021

Feb 25, 2022

$406M

n/a

2020

Mar 30, 2021

$308M

n/a

2019

Mar 20, 2020

$242M

n/a

2018

Mar 26, 2019

$175M

n/a

2017

Mar 29, 2018

$158M

n/a

Joined, 12m

Left, 12m

Net, 12m

Departure rate, 12m

Joined, 90d

Left, 90d

Left, no destination yet

Joined, 36m

Left, 36m

0.0%

Latest fiscal year

RAUM

A year earlier

1y change

Three years earlier

3y CAGR

Employees

A year earlier

Offices

A year earlier

2025

$743M

$604M

23.0%

$422M

20.7%