Kathleen Mealey
Sensible Money · Scottsdale, Arizona
Kathleen Mealey is a fee-only financial advisor at Sensible Money in Scottsdale, Arizona, who holds the CFP credential. Kathleen 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 MA · CRD 5838785 |
| Exams passed | Series 65 (2010) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.sensiblemoney.com |
How Kathleen'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 Kathleen
Is Kathleen Mealey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kathleen 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 Kathleen charge for financial advice?
Kathleen's firm, Sensible Money, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kathleen Mealey based?
Kathleen Mealey is based in Scottsdale, Arizona.
What does Kathleen specialize in?
Kathleen's specialties include retirement planning and tax planning. Kathleen works with retirees and pre-retirees.
What credentials does Kathleen Mealey hold?
Kathleen Mealey holds the CFP credential.
Is Kathleen Mealey registered with the SEC?
Yes. Kathleen Mealey is registered as an investment adviser representative in MA (CRD 5838785), 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 Kathleen Mealey?
Through Kathleen'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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