# Nancy Fellinger

> Nancy Fellinger is a fee-only financial advisor at Sensible Money in Pawleys Island, South Carolina, who holds the CFP and ChFC credentials. Nancy 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/nancy-fellinger/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Sensible Money
- **Based in:** Pawleys Island, South Carolina
- **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, ChFC
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Retirees, Pre-retirees
- **CRD:** 2435269 (https://adviserinfo.sec.gov/individual/summary/2435269)
- **SEC registration:** Investment adviser representative in SC, TX
- **Exams passed:** Series 63 (1994), Series 65 (1999)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.sensiblemoney.com/

## Frequently asked questions

### Is Nancy Fellinger a fee-only financial advisor?

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

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

### Where is Nancy Fellinger based?

Nancy Fellinger is based in Pawleys Island, South Carolina.

### What does Nancy specialize in?

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

### What credentials does Nancy Fellinger hold?

Nancy Fellinger holds the CFP and ChFC credentials.

### Is Nancy Fellinger registered with the SEC?

Yes. Nancy Fellinger is registered as an investment adviser representative in SC and TX (CRD 2435269), 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 Nancy Fellinger?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2435269): 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.