Amy Shepard is a CFP-designated registered investment advisor at Sensible Money, LLC, based in Scottsdale, AZ, with 10 years of industry experience. Amy 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
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Sensible Money, LLC
Previous Registrations
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Learnvest Planning Services, LLC
State Registrations2 states
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