Sensible Money, LLC
Sensible Money, LLC is an independent SEC-registered investment adviser headquartered in Scottsdale, Arizona. Founded in 2011 by Dana Anspach, the firm specializes in fee-only wealth management and retirement financial planning. With a team of roughly 16–17 employees, Sensible Money emphasizes straightforward, step-by-step advice, primarily serving clients aged 50+, including individuals and high net worth families, across over 27 states. Their services are tailored to those prioritizing a secure retirement, typically with $1 million or more in investable assets.
Investment Strategy
Sensible Money employs a holistic, client-focused approach to investment management, beginning with its proprietary 'Juicing' planning process. The firm integrates personal values and financial capacity, focusing on comprehensive retirement income planning. Investment decisions and asset allocations are made to align with clients' income or accumulation goals, with risk management (including longevity, inflation, and sequence risk) as a core priority. Their planners rely on principles from the Retirement Management Analyst® designation, cultivating plans that address the unique challenges retirees face. Sensible Money favors clarity, transparency, and an independent voice free from sales pressure or product bias.
Top Holdings
Equity Positions (86)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DFAC | DIMENSIONAL ETF TRUST | 25.66% | $67.7M | 1,888,686 | $27.74 | $35.84 | +$8.2M |
D DFAT | DIMENSIONAL ETF TRUST | 18.47% | $48.7M | 903,198 | $47.08 | $53.96 | +$5.1M |
D DFAX | DIMENSIONAL ETF TRUST | 9.18% | $24.2M | 824,655 | $22.68 | $29.37 | +$2.3M |
D DFEV | DIMENSIONAL ETF TRUST | 7.83% | $20.7M | 688,611 | $25.07 | $29.99 | +$3.4M |
D DFEM | DIMENSIONAL ETF TRUST | 7.50% | $19.8M | 666,451 | $24.91 | $29.68 | +$2.9M |