CRD: 287486
Sensible Financial Solutions, LLC
$585.3K Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
65 ADV. Clients
9 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-21-2017
- Office Locations
- 1
Office Locations
114 S. Cedar Street Kalkaska MI
About Sensible Financial Solutions, LLC
Sensible and Hourly (Sensible Financial Solutions, LLC) is an independent, fee-only RIA delivering fiduciary financial planning and analysis on an hourly, as-needed basis, with implementation support when needed. Commission-free and no minimums, it’s built for advice-first relationships. Public filings show portfolios are primarily ETF-based and custodied with Schwab and Altruist.
Team overview
-- AVG AGE
$585.3K AVG AUM / ADVISOR
$9.0K AVG AUM / CLIENT
9.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
9yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Custodian
Available
Fund Managers
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
D
DAWN MARIE MOSES
Chief Compliance Officer, Investment Advisor, President
- CRD
- #5053018
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $585,335 | -- |
| Total | $585,335 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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