Sensible Investment Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Sensible Investment Strategies provides investment advisory and portfolio management services to individual clients. The firm reports approximately $24.4 million in assets under management across 42 client relationships.
The firm’s Form ADV Part 2 outlines its methods of analysis, investment strategies and associated risks, and describes account reviews, discretionary authority, custody and proxy voting practices. The brochure also addresses performance-based fees and side‑by‑side management, indicating the firm discloses how it handles potential conflicts when managing multiple accounts.
Notably, the brochure includes a section titled “Requirements for State‑Registered Advisers” and disclosures about other financial industry activities and client referrals, suggesting state-level registration and the possibility of outside affiliations or referral arrangements. The combination of a relatively small client base and its reported AUM implies a higher assets‑per‑client concentration than is typical for firms of this size.
Client services
Main office
Phoenix AZ
Advisors at this office
1
Most active in
Arizona
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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