$58.3M Total AUM
$58.3M Disc. AUM
-- 3Y CAGR
2 Employees
146 ADV. Clients
8 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 06-11-2018
- Office Locations
- 1
Office Locations
135 E. Calderwood Dr. Suite 120, Office #6 Meridian ID
About Retire Sensibly LLC
Retire Sensibly LLC is a Meridian, Idaho retail RIA focused on retirees, providing comprehensive financial planning including tax, estate, insurance, and business-succession planning. The firm emphasizes active asset allocation and risk management, with portfolios largely implemented via publicly offered funds and some U.S. government/agency fixed income alongside cash reserves. Custodied at Charles Schwab.
Team overview
-- AVG AGE
$29.1M AVG AUM / ADVISOR
$399.0K AVG AUM / CLIENT
5.3 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
8yrs Firm Age
Insights
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Asset Classes
Available
Client Personas
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Custodian
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Investment Themes
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Investment Vehicles
Available
Services
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Technology
Available
Owner & Executives
RONALD DEAN STROBEL
Chief Executive Officer, FOUNDER
- CRD
- #6261769
- Ownership
- 75% or more
Available
Available
Available
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L
LAUREN RICHELLE STROBEL
--
- CRD
- #7843642
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $58,256,614 | -- |
| Non-Discretionary | $0 | -- |
| Total | $58,256,614 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available U.S. Government/Agency:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| U.S. Government/Agency | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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