Nancy Fellinger
Sensible Money · Pawleys Island, South Carolina
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 |
| Assets under management | $742.5M across 1,416 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in SC, TX · CRD 2435269 |
| Exams passed | Series 63 (1994) · Series 65 (1999) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.sensiblemoney.com |
How Nancy'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 Nancy
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.
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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