Scott Nelson
Sensible Investment Strategies · Phoenix, Arizona
Scott Nelson is a fee-only financial advisor at Sensible Investment Strategies in Phoenix, Arizona, who holds the CFP credential. Sensible Investment Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Sensible Investment Strategies |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $24.4M across 69 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 2041553 |
| Exams passed | Series 63 (1990) · Series 65 (1996) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Scott's firm compares
- Sensible Investment Strategies's average account is about $353,000, from its Form ADV (assets managed divided by 69 accounts).
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Questions about Scott
Is Scott Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Scott holds no broker registration, and Sensible Investment Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Scott charge for financial advice?
Scott's firm, Sensible Investment Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Scott Nelson based?
Scott Nelson is based in Phoenix, Arizona.
What credentials does Scott Nelson hold?
Scott Nelson holds the CFP credential.
Is Scott Nelson registered with the SEC?
Yes. Scott Nelson is registered as an investment adviser representative in AZ (CRD 2041553), 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 Investment Strategies manage?
Sensible Investment Strategies reports $24.4M across 69 accounts in assets under management.
How do I contact Scott Nelson?
Contact details aren't on file yet. Search for Sensible Investment Strategies.
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
- 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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