Charles Picerni

CFP

Sensible Money, LLC

4 Years of Experience

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

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Employment History

Current Registrations

Sensible Money, LLC

May 2022 - Present · 3 yrs 9 mos

Previous Registrations

J.P. Morgan Securities LLCBroker

March 2021 - October 2021 · 7 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.