Sensible Money, LLC fees and pricing
Financial planner in Scottsdale, Arizona. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 27, 2026, Sensible Money, LLC charges $200-$500 an hour and a flat or project fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $200-$500/hr
“Sensible Money Disclosure Brochure Hourly or Project Planning Fees In limited circumstances where the Juicing® Experience service model may not make sense, Sensible Money may agree to one or more of the following fee arrangements on a project basis: Project Planning Fee - $1,200 to $20,000 depending on the scope…”
- Flat or project fee
- $1,200
“It is structured as follows: Initial One-Time Deposit: $1,200.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Sensible Money, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “If the advisory agreement is terminated, fees are generally prorated, and unearned fees are refunded.”
- “Page | 9 Sensible Money does not accept cash or prepaid fees over $1,200 six months in advance. The terms of service are detailed in the Advisory Agreement.”
How Sensible Money, LLC’s fees compare
- Its hourly rate of $200-$500 spans the Arizona median of $275. 69% of the 195 other Arizona planners that publish an hourly rate charge less.
- 30 of the 53 other planners in Scottsdale that publish an hourly rate charge less.
- Its flat or project fee of $1,200 is below the Arizona median of $3,100. 14% of the 164 other Arizona planners that publish a flat or project fee charge less.
- 6 of the 47 other planners in Scottsdale that publish a flat or project fee charge less.
About Sensible Money, LLC
“We offer ongoing financial planning and investment management combined into an integrated service through our Juicing® Experience offering. The financial planning process provides a clear financial roadmap for your transition into and throughout retirement.”
- Firm size: 16 employees.
- Meets clients remotely: the brochure mentions virtual or online meetings.
- Founded: 2011 (15 years).
Planning areas mentioned in the brochure
- Tax planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Minimum
- $12,500 minimum fee (stated in brochure)
- Clients
- 324
- Employees
- 16
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $742,532,213
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 158641
- Phone
- (480) 719-7290
Can advise clients in 18 states: Arizona, California, Connecticut, Florida, Georgia, Illinois, Louisiana, Massachusetts, North Carolina, Nebraska, New Hampshire, New Jersey, Ohio, Pennsylvania, South Carolina, Texas, Virginia, Washington
Other planners in Scottsdale that publish fees
- 212 Wealth ManagementScottsdale$250/hr
- 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000-$20,000
- 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500
- Able Financial Group, LLCScottsdale$600/hr, $35,000
- Aim CapitalScottsdale$300/hr
- Akkadian Wealth LLCScottsdale$500/hr, $1,000-$5,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.