Amy Leigh Shepard

CFP

Sensible Money, LLC

10 Years of Experience

View SEC Summary

Areas of Practice

Retirement PlanningFinancial Planning & CoachingInsurance PlanningCharitable GivingTax Planning

Sensible Money, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

9 advisors

Number of Clients

304 clients

Average Client Portfolio

$2.0M average

Assets Under Management

$603.7M

Fee Structure

Minimum Investment:$1M

Financial Planning:Included in AUM fee

Location

4200 N Marshall Way, Suite 2, Scottsdale, AZ, 85251

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sensible Money, LLC

July 2019 - Present · 6 yrs 7 mos

Previous Registrations

Northwestern Mutual Investment Services,llc

September 2018 - July 2019 · 10 mos

Northwestern Mutual Investment Services, LLCBroker

August 2018 - July 2019 · 11 mos

Learnvest Planning Services, LLC

January 2015 - June 2018 · 3 yrs 5 mos

State Registrations2 states

AZTX

Advisor

Exams

No exam information available for this advisor.