Dana Anspach
Sensible Money · Scottsdale, Arizona
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.
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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, LA, MA, TX · CRD 2585909 |
| Exams passed | Series 66 (1999) |
| Firm size | 16 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.sensiblemoney.com |
| Profile |
How Dana'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 Dana
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.
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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