Stephanie Schultz
Sensible Money · Scottsdale, Arizona
Stephanie Schultz is a fee-only financial advisor at Sensible Money in Scottsdale, Arizona, who holds the CFP credential. Stephanie 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 · CRD 7492255 |
| Exams passed | Series 63 (2022) · Series 65 (2023) |
| Firm size | 16 employees |
| Disclosures | None reported |
| Website | www.sensiblemoney.com |
How Stephanie'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 Stephanie
Is Stephanie Schultz a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie 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 Stephanie charge for financial advice?
Stephanie's firm, Sensible Money, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Stephanie Schultz based?
Stephanie Schultz is based in Scottsdale, Arizona.
What does Stephanie specialize in?
Stephanie's specialties include retirement planning and tax planning. Stephanie works with retirees and pre-retirees.
What credentials does Stephanie Schultz hold?
Stephanie Schultz holds the CFP credential.
Is Stephanie Schultz registered with the SEC?
Yes. Stephanie Schultz is registered as an investment adviser representative in AZ (CRD 7492255), 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 Stephanie Schultz?
Through Stephanie'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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