# Amy Shepard

> Amy Shepard is a fee-only financial advisor at Sensible Money in Scottsdale, Arizona, who holds the CFP credential. Amy focuses on retirement planning and tax planning. Sensible Money reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/amy-shepard/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sensible Money
- **Based in:** Scottsdale, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $742.5M across 1,416 accounts
- **Credentials:** CFP
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 6281574 (https://adviserinfo.sec.gov/individual/summary/6281574)
- **SEC registration:** Investment adviser representative in AZ, TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.sensiblemoney.com/

## Frequently asked questions

### Is Amy Shepard a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Amy holds no broker registration, and Sensible Money reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Amy charge for financial advice?

Amy's firm, Sensible Money, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Amy Shepard based?

Amy Shepard is based in Scottsdale, Arizona.

### What does Amy specialize in?

Amy's specialties include retirement planning and tax planning. Amy works with retirees and pre-retirees.

### What credentials does Amy Shepard hold?

Amy Shepard holds the CFP credential.

### Is Amy Shepard registered with the SEC?

Yes. Amy Shepard is registered as an investment adviser representative in AZ and TX (CRD 6281574), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Sensible Money manage?

Sensible Money reports $742.5M across 1,416 accounts in assets under management.

### How do I contact Amy Shepard?

Through Amy's website, www.sensiblemoney.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6281574): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://sensiblemoney.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.