Dana Anspach is a CFP-designated registered investment advisor at Sensible Money, LLC, based in Scottsdale, AZ, with 23 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 304 clients with $600M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sensible Money offers investment management through their Juicing® PLUS program. The fee is based on the value of your portfolio. Clients with portfolios of $1,000,000 or more may be subject to a minimum annual fee of $12,500, billed quarterly.
Location
4200 N Marshall Way, Suite 2, Scottsdale, AZ, 85251
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Regulatory History (1)
Customer Dispute
October 2002Other Business Activities
Dana is the proprietor of WildFire Property I LLC (rental property) and Anaday LLC (royalties). She is also a partner in BodyByIntent LLC (health and wellness) and WMS Investment Management LLC, which manages a fixed income fund expected to disburse assets by the end of 2025.
Employment History
Current Registrations
Sensible Money, LLC
Previous Registrations
Wealth Management Solutions
Hopkins Parker Financial Services LLC
1st Global Advisors INC
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.