Dana Marie Anspach

CFP

Sensible Money, LLC

23 Years of Experience

1 Disclosure

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 (1)

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Customer Dispute

October 2002

Closed-No Action

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Other 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

July 2011 - Present · 14 yrs 7 mos

Previous Registrations

Wealth Management Solutions

September 2006 - July 2011 · 4 yrs 10 mos

Hopkins Parker Financial Services LLC

October 2003 - December 2005 · 2 yrs 2 mos

1st Global Advisors INC

August 2001 - December 2005 · 4 yrs 4 mos

State Registrations4 states

AZLAMATX

Advisor

Exams

No exam information available for this advisor.