A complete list of active advisors currently associated with Sensible Investment Strategies, LLC
Warmer can help you find a great advisor at Sensible Investment Strategies, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Sensible Investment Strategies, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Phoenix, AZ
| 28
|
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