AS
Amy Shepard
from Sensible Money, LLC
Amy Shepard is a financial advisor based in Arizona, Scottsdale,
with 11 years of experience. Amy currently works for
Sensible Money, LLC.
Amy maintains a S65 license (Uniform Investment Adviser Law Examination),
qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Amy Shepard works at Sensible Money, LLC
Sensible Money, LLC is a financial advisory firm based in Scottsdale, Arizona. It currently has approximately $422,225,182 of assets under management and employs about 14 people. Sensible Money, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Investment Adviser Law Examination (S65)
Years registered
3 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
4200 N Marshall Way, Suite 2, Scottsdale, Arizona, 85251
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