Contact Information
Detailed Information
78/100
CFP certified +25RIA / Investment Adviser +20Fee-only fiduciary +12Retirement planning +6Verified profile +15
Computed by Trading Market Signals from credentials, registrations, planning specialties and profile completeness. Informational only, not an endorsement or investment advice.
Dana Anspach, CFP, RMA, founded Sensible Money, a fee-only registered investment advisory firm in Scottsdale, Arizona, and has practiced as a planner since 1995. She specializes in retirement income planning: building strategies for how clients will turn savings, Social Security, and other sources into dependable income. Anspach is the author of two books on retirement and Social Security and created a retirement-planning lecture series for The Great Courses. She has written on retirement topics for national outlets for over a decade and has been named among Investopedia’s most influential advisors. Sensible Money is fee-only, paid solely by clients, which keeps its retirement advice free of product commissions.
Source: compiled from public professional records. Verify registration on the SEC Investment Adviser Public Disclosure (IAPD) database: CRD #2585909. If you are this advisor, you can claim or request removal of this profile using the links above.
Fiduciary Status
Yes (Fee-Only Fiduciary)
Languages Spoken
English
Licenses & Certifications
CFP - Certified Financial Planner
Fee Structure / Compensation Method
Fee-Only
Advisor SEC/CRD #
2585909