SENSIBLE PORTFOLIOS, LLC
SEC RegisteredHigh value. Low fees.
About the firm
Sensible Portfolios is a fee-only financial advisory firm based in Reno, Nevada, that has been offering low-cost wealth management and investment guidance since 1994. The firm charges lower advisory fees than typical advisors so clients can keep more of their investment returns. It was built around three core principles: be nice to people, keep things simple, and don't charge astronomical fees.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management services including portfolio management and investment guidance, as well as retirement planning to help clients determine how much they can sustainably spend in retirement. Ongoing retirement planning is included in the annual management fee.
Who they serve
Individuals seeking low-cost financial advisor services, particularly those looking for fee-only wealth management and retirement planning in Reno, NV.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 71 | $21M |
| High Net Worth Individuals | 102 | $174M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $1,000,000 | 0.70% |
| $1,000,001 and above | 0.10% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SENSIBLE PORTFOLIOS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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