DFX Intelligence
RIA Intelligence
Registered investment advisers, the advisors registered through them, the capital they report, the private vehicles they run and the people who own them, as a graph with a filing date behind every number. RAUM is what the adviser filed, a move is two registration dates, and a class is a rule you can read.
SEC-registered adviser
Sensible Money, LLC
Latest filing Mar 27, 2026
First filing on the tape Feb 16, 2017 · 33 filings
SEC status approved since Mar 22, 2017
RAUM
$743M
reported, Item 5.F
Discretionary
100%
of RAUM
Private clients
100%
$741M individuals and HNW
Advisors
13
registered through the firm on IAPD
RAUM per advisor
$57.1M
derived; firm RAUM over IAPD count
Employees
16
8 advisory (5.B.1)
Offices
4
beyond the principal office
Private funds
0
reported on Schedule D
History
33 filings and snapshots on the tape
RAUM$743M as of Mar 27, 2026
Mar 29, 2018$158M then
HNW client RAUM$686M as of Mar 27, 2026
Mar 29, 2018$130M then
State-registered IARs (5.B.3)10 as of Mar 27, 2026
Mar 29, 20185 then
Employees (5.A)16 as of Mar 27, 2026
Mar 29, 20189 then
Private funds: no history
RAUM +23% over the last fiscal year+21% a year over threeIARs 11 to 10offices 5 to 4
Practice profile
derived from the filing of Mar 27, 2026; every figure names its basis
- RAUM per advisor
- $57.1MderivedRAUM over IAPD advisors; not a book size
- Clients per advisor
- 25derivedindividual and HNW clients (5.D) over advisors
- Average HNW client
- $3.1MderivedHNW RAUM over HNW clients
- Average account
- $524,387derivedRAUM over accounts (5.F.2.f)
- Discretionary
- 100%derivedof RAUM
- Institutional
- 0.2%derivedpensions, charities, corporations, government, insurance, banks, other advisers
- Employees per advisor
- 1.2derivedItem 5.A over advisors
- Advisors per office
- 2.6derived5 offices incl. principal (1.F.5)
- RAUM growth, one year
- +23%derivedbetween the last two annual amendments
- Advisor growth, one year
- -9.1%derivedItem 5.B.3 between annual amendments
- Client growth, one year
- +6.9%derived
- Compensation
- percentage of assets, fixed feesreportedItem 5.E
- Advisory activities
- financial planning, portfolio management for individuals, selection of other advisersreportedItem 5.G
- Custody
- $21.3M, 25 clientsreportedItem 9.A
- Ownership
- no PE, bank or public-company owner found on Schedule Aderived
- Advisor book size
- not public; not estimatedreported
Also answered yes on Form ADV
- buys or sells securities as principal to or from clients (8.A.2)
- has discretionary authority over which securities are bought or sold (8.C.1)
- receives research or other products from a broker-dealer, soft dollars (8.E)
- has custody of client cash or bank accounts (9.A.1.a)
- has custody of client securities (9.A.1.b)
- marketing includes testimonials (5.L.1.c)
Where the RAUM sits
Form ADV Item 5.D, latest filing
- High-net-worth individuals$686M92%
- Individuals$54.4M7.3%
- Charitable organizations$1.7M0.2%
- Individual clients
- 104reported
- HNW clients
- 220reported
- Pension plan clients
- 0reported
- Charitable clients
- 2reported
- Accounts
- 1,416reported
- Financial planning clients
- 251-500reported
- Wrap fee programs
- noreported
- Custody of client assets
- $21.3M for 25 clientsreported
- Compensation
- % of AUM, fixedreported
- Class basis
- private_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0derived
Advisors registered through the firm
13 on IAPD today, longest tenure first
| Name | Branch | Here since | In industry | Prior firms |
|---|---|---|---|---|
| Dana Marie AnspachCertified Financial Planner | Scottsdale, Az | Jul 22, 2011 | 27 y | 3 |
| Kathleen Kelly MealeyCertified Financial Planner | Scottsdale, Az | Mar 19, 2014 | 16 y | 1 |
| Caley Jared MillerCertified Financial Planner | Scottsdale, Az | Jul 19, 2017 | 11 y | 0 |
| Nancy Barton FellingerCertified Financial Planner, Chartered Financial Consultant | Pawleys Island, Sc | Nov 30, 2018 | 32 y | 4 |
| Amy Leigh ShepardCertified Financial Planner | Scottsdale, Az | Jul 16, 2019 | 12 y | 2 |
| Julio Lopez-BritoCertified Financial Planner | Miami, Fl | Dec 6, 2021 | 10 y | 1 |
| Charles PicerniCertified Financial Planner | Scottsdale, Az | May 18, 2022 | 12 y | 0 |
| Tabitha N DalyCertified Financial Planner | Scottsdale, Az | May 3, 2023 | 16 y | 1 |
| Oscar R Vives OrtizCertified Financial Planner, Personal Financial Specialist | Riverview, Fl | Sep 4, 2024 | 11 y | 1 |
| Matthew Ryan Hershey | Scottsdale, Az | Oct 20, 2025 | 11 y | 0 |
| Stephanie Kay SchultzCertified Financial Planner | Scottsdale, Az | Jun 12, 2026 | 12 y | 2 |
| Paul Escarcega | Scottsdale, Az | Jul 14, 2026 | 17 y | 0 |
| Makayla Rose Allen | Scottsdale, Az | Sep 11, 2026 | 12 y | 0 |
Advisor movement
0 left, 1 joined in 12 months
net +1 in 12 months0 left in 90 days0 joined in 90 daysdeparture rate 0.0% of current headcount2 left over 36 months
Left, latest
- Navarrus Hale to Total Wealth Planning, LLCJul 9, 2025 · RIA to RIA
- Beau Michael Kemp to Switchpoint Financial Planning LLCMay 7, 2025 · RIA to RIA
- Charles David Robinson to Keel Point, LLCJan 27, 2023 · RIA to RIA
- Brian Thomas Duvall to Asset Dedication, LLCMar 19, 2019 · RIA to RIA
- Michelle Petrowski to Being In Abundance, LLCJun 6, 2016 · Other
- Kimberly Marie Morton to DynamicJun 2, 2015 · Other
- Robert Joseph Burger to Disciplined Money, LLCMay 15, 2015 · Other
Joined, latest
- Stephanie Kay Schultz from LPL Financial LLCJun 12, 2026 · Affiliated broker-dealer or bank to independent RIA
- Oscar R Vives Ortiz from LPL Financial LLCSep 4, 2024 · Other
- Tabitha N Daly from Tfo Family Office PartnersMay 3, 2023 · RIA to RIA
- Navarrus Hale from Thrivent Investment Management Inc.Jun 10, 2022 · Affiliated broker-dealer or bank to independent RIA
- Julio Lopez-Brito from Portfolio Resources Advisor Group, Inc.Dec 6, 2021 · RIA to RIA
- Amy Leigh Shepard from Northwestern Mutual Investment Services,LLCJul 16, 2019 · Other
- Nancy Barton Fellinger from Coburn & Meredith, Inc.Nov 30, 2018 · RIA to RIA
- Charles David Robinson from Wfg Advisors, LPAug 17, 2015 · Other
- Michelle Petrowski from Schwab Wealth Advisory, Inc.Aug 17, 2015 · Other
- Kathleen Kelly Mealey from Cabot Wealth ManagementMar 19, 2014 · Other
- Brian Thomas Duvall from Wealth Management SolutionsAug 1, 2012 · Other
- Robert Joseph Burger from Murphy Capital Advisors, LLCJun 29, 2012 · Other
- Dana Marie Anspach from Wealth Management SolutionsJul 22, 2011 · Other
- Kimberly Marie Morton from Wealth Management SolutionsJul 22, 2011 · Other
Private funds
No private fund reported.
Owners and control persons
Schedule A and B, latest filing
- Marie Dana Anspach · Managing Member/Chief Compliance Officercontrolsince 07/2011 · owns 75% or more
- David Schoenecker · Chief Operating Officercontrolsince 09/2023 · owns less than 5%
- Jared Caley Miller · Membersince 01/2022 · owns 5% to 10%
- Leigh Amy Shepard · Membersince 01/2022 · owns 5% to 10%
Related persons
Schedule D 7.A
No related person reported.
Office movement
IAPD branch city; joins and departures in 12 months
| Office | Advisors | Joined | Left | Teams out | Forming |
|---|---|---|---|---|---|
| Scottsdale, Az · principal | 13 | 4 | 0 | ||
| Indianapolis, In | 0 | 0 | 0 |
Offices
Schedule D 1.F, the 25 largest
- , 1 employees
ADV anomalies
1 against comparable advisers; where to look, not conclusions
- compensation changedChange between filings · filing Mar 27, 2026hourly charges (Item 5.E.2): yes on the filing of 2025-12-08, no on the filing of 2026-03-27peers: independent wealth managers, $500M to $1B (1,482)
What changed
consecutive filings, newest first
- Accounts · 1,329 to 1,416Dec 8, 2025 to Mar 27, 2026
- Advisory employees · 11 to 8Dec 8, 2025 to Mar 27, 2026
- Charity clients · 1 to 2Dec 8, 2025 to Mar 27, 2026
- HNW clients · 189 to 220Dec 8, 2025 to Mar 27, 2026
- Individual clients · 114 to 104Dec 8, 2025 to Mar 27, 2026
- Assets in custody · $14.8M to $21.3MDec 8, 2025 to Mar 27, 2026
- Employees · 17 to 16Dec 8, 2025 to Mar 27, 2026
- State-registered IARs · 11 to 10Dec 8, 2025 to Mar 27, 2026
- Discretionary RAUM · $604M to $743MDec 8, 2025 to Mar 27, 2026
- HNW RAUM · $538M to $686MDec 8, 2025 to Mar 27, 2026
- Individual RAUM · $64.3M to $54.4MDec 8, 2025 to Mar 27, 2026
- RAUM · $604M to $743MDec 8, 2025 to Mar 27, 2026
- Other offices · 5 to 4Apr 30, 2025 to Dec 8, 2025
- Accounts · 1,221 to 1,329Jun 12, 2024 to Apr 30, 2025
- Advisory employees · 10 to 11Jun 12, 2024 to Apr 30, 2025
- HNW clients · 101 to 189Jun 12, 2024 to Apr 30, 2025
- Individual clients · 176 to 114Jun 12, 2024 to Apr 30, 2025
- Assets in custody · $7.5M to $14.8MJun 12, 2024 to Apr 30, 2025
- Employees · 16 to 17Jun 12, 2024 to Apr 30, 2025
- Financial planning clients · 251-500 to 251-500Jun 12, 2024 to Apr 30, 2025
- State-registered IARs · 10 to 11Jun 12, 2024 to Apr 30, 2025
- Other offices · 4 to 5Jun 12, 2024 to Apr 30, 2025
- Discretionary RAUM · $515M to $604MJun 12, 2024 to Apr 30, 2025
- HNW RAUM · $57.1M to $538MJun 12, 2024 to Apr 30, 2025
- Individual RAUM · $457M to $64.3MJun 12, 2024 to Apr 30, 2025
- RAUM · $515M to $604MJun 12, 2024 to Apr 30, 2025
- Accounts · 1,135 to 1,221Jan 16, 2024 to Feb 29, 2024
- Charity clients · unset to 1.0Jan 16, 2024 to Feb 29, 2024
- HNW clients · 138 to 101Jan 16, 2024 to Feb 29, 2024
- Individual clients · 125 to 176Jan 16, 2024 to Feb 29, 2024
- Assets in custody · $4.0M to $7.5MJan 16, 2024 to Feb 29, 2024
- Employees · 14 to 16Jan 16, 2024 to Feb 29, 2024
- State-registered IARs · 9 to 10Jan 16, 2024 to Feb 29, 2024
- Other offices · 3 to 4Jan 16, 2024 to Feb 29, 2024
- Discretionary RAUM · $422M to $515MJan 16, 2024 to Feb 29, 2024
- HNW RAUM · $343M to $57.1MJan 16, 2024 to Feb 29, 2024
- Individual RAUM · $78.2M to $457MJan 16, 2024 to Feb 29, 2024
- RAUM · $422M to $515MJan 16, 2024 to Feb 29, 2024
- Accounts · 919 to 1,135Jun 10, 2022 to Mar 29, 2023
- Advisory employees · 8 to 10Jun 10, 2022 to Mar 29, 2023
Signals
5 dated events
- Navarrus Hale left Sensible Money, Llc for Total Wealth Planning, Llc (registered 2025-07-11)Jul 9, 2025 · Advisor changed firm · fact
- Beau Michael Kemp left Sensible Money, Llc for Switchpoint Financial Planning Llc (registered 2025-06-06)May 7, 2025 · Advisor changed firm · fact
- David Schoenecker (Chief Operating Officer) appeared on Schedule A of Sensible Money, LlcFeb 29, 2024 · Control person joined · fact
- Charles David Robinson left Sensible Money, Llc for Keel Point, Llc (registered 2023-03-06)Jan 27, 2023 · Advisor changed firm · fact
- Sensible Money, Llc filed its initial SEC registration (Form ADV)Feb 16, 2017 · First SEC registration · fact
Across DFX
shared identifiers only, never a name match
No identifier-backed link to the venture, private equity, family office or sponsor graphs.
How to reach
public business contact points only, each with its source
- Business email
- info@sensiblemoney.comreportedpublished by the firm, firm site, Sep 15, 2026
- Business phone
- 480-719-7290reportedpublished by the firm, firm site, Sep 15, 2026
- Firm profile
- LINKEDIN.COM/COMPANY/SENSIBLE-MONEY-LLCreportedpublic record, Form ADV, Sep 18, 2026
- Website
- SENSIBLEMONEY.COMreportedpublic record, Form ADV, Sep 18, 2026
- Principal office phone
- 480-719-7290reportedpublic record, Form ADV, Mar 27, 2026
- Team page
- sensiblemoney.com/team/amy-shepardreportedpublished by the firm, firm site, Sep 15, 2026
Provenance
- Form ADV
- SEC filing data 2011 to 2024 and the monthly roster 2025 onreportedadviserinfo.sec.gov
- Advisors
- IAPD individual compilation feed, dailyreportedadviserinfo.sec.gov
- Class
- Independent wealth managerderiveda rule over Items 5.D and 7.A
- RAUM per advisor
- $57.1Mderivedfirm RAUM over the IAPD count; not a book size
- Loaded
- Sep 14, 2026