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RIA / WealthAdvisorCertified Financial Planner|Chartered Financial Consultant32 years in industry

NANCY BARTON FELLINGER

Advisor at SENSIBLE MONEY, LLC

Pawleys Island, SC | SCOTTSDALE, AZ

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Search this name across graphsid dfx:ria:b4887f53-a703-5fb5-42c9-3d2cdf9a65b6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 19, 2026, 4:02 PM UTC and rebuilt at most every 15 minutes.

Relationships: 5
Dated events: 0
On other graphs: 0
Observed: Jan 21, 2000 to Sep 15, 2026

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

Current firm: SENSIBLE MONEY, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: Jan 3, 1994earliest registration or exam on IAPD
Years in industry: 32derivedfrom the industry start date
Years at current firm: 7derivedfrom the current registration's begin date
Prior firms: 4
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner|Chartered Financial Consultant
Exams: S63|S65
First exam: Jan 3, 1994
First registration: Jan 21, 2000
Dual registered: no
Other names: NANCY B FELLINGER|NANCY FELLINGER|NANCY B BARTON
IAPD individual key: 2435269

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
SENSIBLE MONEY, LLC	Independent wealth	Nov 30, 2018	n/a	yes	Pawleys Island, SC\|SCOTTSDALE, AZ	Current employment
COBURN & MEREDITH, INC.	Former SEC adviser	Apr 7, 2009	Sep 17, 2018	no	SIMSBURY, CT\|SIMSBURY, CT\|simsbury, CT	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	Oct 6, 2005	Apr 7, 2009	no	HARTFORD, CT\|HARTFORD, CT	Previous registration
NEW ENGLAND SECURITIES CORPORATION	Former SEC adviser	Oct 8, 2004	Sep 7, 2005	no	WEST HARTFORD, CT	Previous registration
OSAIC FA, INC.	Former SEC adviser	Jan 21, 2000	Oct 29, 2004	no	WINDSOR, CT	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
COBURN & MEREDITH, INC.	SENSIBLE MONEY, LLC	Sep 17, 2018	Nov 30, 2018	74	Firm change	RIA to RIA
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	COBURN & MEREDITH, INC.	Apr 7, 2009	Apr 7, 2009	0	Firm change	Other
NEW ENGLAND SECURITIES CORPORATION	MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Sep 7, 2005	Oct 6, 2005	29	Firm change	Other
OSAIC FA, INC.	NEW ENGLAND SECURITIES CORPORATION	Oct 29, 2004	Oct 8, 2004	-21	Firm change	Other

Relationships

Registered with (5)

→ SENSIBLE MONEY, LLCRegistered adviserregistration: current employment
Nov 30, 2018 to presentfactForm ADV
→ COBURN & MEREDITH, INC.Registered adviserregistration: previous registration
Apr 7, 2009 to Sep 17, 2018factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
Oct 6, 2005 to Apr 7, 2009factForm ADV
→ NEW ENGLAND SECURITIES CORPORATIONRegistered adviserregistration: previous registration
Oct 8, 2004 to Sep 7, 2005factForm ADV
→ OSAIC FA, INC.Registered adviserregistration: previous registration
Jan 21, 2000 to Oct 29, 2004factForm ADV

Dated events

No dated event names this entity yet.