PlannerFees

Sensible Investment Strategies, LLC fees and pricing

Financial planner in Phoenix, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 11, 2025, Sensible Investment Strategies, LLC charges $199 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 11, 2025. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$199/hr
“We also offer general financial planning services which do not involve portfolio management for an hourly fee of $199/hour.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Sensible Investment Strategies, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Both asset-based fees and flat fees are paid in advance and are deducted directly from your account, usually during the first few days of the new quarter unless other arrangements have been agreed to by you and SIS.”
  • “The unearned fees are calculated by determining the remaining days left in the quarter, dividing that figure by 90, then multiplying that figure by the fee that was paid in advance for that quarter.”
  • “Hourly fees for our general financial planning services are paid in advance, unless other arrangements are agreed to by you and SIS.”

How Sensible Investment Strategies, LLC’s fees compare

  • Its hourly rate of $199 is below the Arizona median of $275. 16% of the 195 other Arizona planners that publish an hourly rate charge less.
  • 7 of the 42 other planners in Phoenix that publish an hourly rate charge less.

About Sensible Investment Strategies, LLC

“Nelson as its Sole Member, President and Chief Investment Officer are in the business of providing investment management, investment advice and general financial planning services to clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2003 (23 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
42
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$24,390,595
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
128079
Phone
(480) 231-4100

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