Firm
Retire Sensibly LLC
Meridian, Idaho
Fee-only
Retire Sensibly LLC at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 146 individual clients, 38 of them high net worth.
- Its average account is about $156,000 (assets it manages divided by its 374 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Meridian, Idaho |
|---|---|
| Website | retiresensibly.com |
| [email protected] | |
| Phone | (208) 795-3446 |
Retire Sensibly LLC fees
Retire Sensibly LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $58 million |
| Individual clients | 108 |
| High-net-worth clients | 38 |
| Accounts managed | 374 |
| Employees | 2 |
| Planning clients | 101-250 |
| Financial planning | Offered |
| Form ADV filed | February 21, 2026 |
| SEC record | CRD 292828 |