Amy Shepard
Sensible Money · Scottsdale, Arizona
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Sensible Money |
|---|---|
| Based in | Scottsdale, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $742.5M across 1,416 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, TX · CRD 6281574 |
| Exams passed | Series 65 (2014) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.sensiblemoney.com |
| Profile |
How Amy's firm compares
- Sensible Money's average account is about $524,000, from its Form ADV (assets managed divided by 1,416 accounts).
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Questions about Amy
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Sensible Money website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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