# Dana Anspach

> Dana Anspach is a fee-only financial advisor at Sensible Money in Scottsdale, Arizona, who holds the CFP credential. Dana 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/dana-anspach/
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:** 2585909 (https://adviserinfo.sec.gov/individual/summary/2585909)
- **SEC registration:** Investment adviser representative in AZ, LA, MA, TX
- **Exams passed:** Series 66 (1999)
- **Firm size:** 16 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.sensiblemoney.com/

## Frequently asked questions

### Is Dana Anspach a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Dana 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 Dana charge for financial advice?

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

### Where is Dana Anspach based?

Dana Anspach is based in Scottsdale, Arizona.

### What does Dana specialize in?

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

### What credentials does Dana Anspach hold?

Dana Anspach holds the CFP credential.

### Is Dana Anspach registered with the SEC?

Yes. Dana Anspach is registered as an investment adviser representative in AZ, LA, MA and TX (CRD 2585909), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Sensible Money manage?

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

### How do I contact Dana Anspach?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2585909): 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.