Nancy B. Fellinger

SENSIBLE MONEY

Pawleys Island, SC

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CRD#: 2435269

Professional summary

Nancy Barton Fellinger, CFP®, ChFC®, CLU®, who also goes by Nancy B Barton, Nancy B Fellinger, Nancy Fellinger, is a registered financial advisor currently at SENSIBLE MONEY, LLC located in Pawleys Island, South Carolina.

Nancy is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Nancy has worked at 10 firms and has passed the Series 65, Series 63, SIE, Series 31, Series 7, Series 6, Series 24 and Series 26 exams.

Question & Answer

What are your service offerings?

Retirement Income Management

Estate Planning

Insurance Planning

Comprehensive Financial Planni...

Retirement Planning

Investment Planning

Do you have an area of expertise or specialization?

Investment Advice with Ongoing...

Retirement Plan Investment Adv...

Retirement Planning & Distribu...

Tax Planning

Women's Financial Planning Iss...

How do you get paid?

Fee Only

Are you a "fiduciary"?

Yes

Aliases

Nancy B Barton | Nancy B Fellinger | Nancy Fellinger

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Barton Fellinger's CRS (Customer Relationship Summary).

CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2001

ChFC^®

Chartered Financial Consultant

CLU^®

Chartered Life Underwriter

Experience

Current

September 10, 2018 - Present

SENSIBLE MONEY, LLC

RIA

CRD#: 158641

Pawleys Island, SC

Past

April 7, 2009 - September 17, 2018

COBURN & MEREDITH, INC.

RIA

CRD#: 164

simsbury, CT

Past

April 7, 2009 - September 17, 2018

COBURN & MEREDITH, INC.

CRD#: 164

SIMSBURY, CT

Past

October 6, 2005 - April 7, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

HARTFORD, CT

Past

October 6, 2005 - April 7, 2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

HARTFORD, CT

Past

October 8, 2004 - September 7, 2005

NEW ENGLAND SECURITIES

RIA

CRD#: 615

WEST HARTFORD, CT

Past

October 6, 2004 - September 7, 2005

NEW ENGLAND SECURITIES

CRD#: 615

NEW YORK, NY

Past

August 3, 2000 - October 29, 2004

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

CRD#: 2580

FORT WAYNE, IN

Past

January 21, 2000 - October 29, 2004

OSAIC FA, INC.

RIA

CRD#: 3978

WINDSOR, CT

Past

June 8, 1999 - October 29, 2004

OSAIC FA, INC.

CRD#: 3978

FORT WAYNE, IN

Past

September 29, 1997 - June 17, 1999

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

CRD#: 37819

HARTFORD, CT

Past

October 12, 1995 - September 9, 1997

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CRD#: 145

RADNOR, PA

Past

March 28, 1994 - June 5, 1995

CONSECO SECURITIES, INC.

CRD#: 29367

CARMEL, IN

Past

December 20, 1993 - March 28, 1994

SHAWMUT BROKERAGE, INC.

CRD#: 17081

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".

SENSIBLE MONEY, LLC

CRD#: 158641 / SEC#: 801-110039

RIA

Registered Investment Advisory firm - (3/22/2017 Approved)

Arizona

Registered Investment Advisory firm - (4/4/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (4/18/2017 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/4/2017 Terminated)

Texas

Registered Investment Advisory firm - (4/4/2017 Terminated)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

South Carolina
(11/30/2018)

IAR

Texas
(1/8/2021)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 8/26/1999

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 1/3/1994

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 9/17/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 31

Date: 8/28/2006

Futures Managed Funds Examination

General Industry/Product Exam

Series 7

Date: 7/29/1996

General Securities Representative Examination

General Industry/Product Exam

Series 6

Date: 12/18/1993

Investment Company Products/Variable Contracts Representative Examination

Principal/Supervisory Exam

Series 24

Date: 12/3/1996

General Securities Principal Examination

Principal/Supervisory Exam

Series 26

Date: 8/3/1994

Investment Company Products/Variable Contracts Principal Examination

Current Firm

SENSIBLE MONEY, LLC

CRD#: 158641 / SEC#: 801-110039

RIA

Registered Investment Advisory firm - (3/22/2017 Approved)

Arizona

Registered Investment Advisory firm - (4/4/2017 Terminated)

Louisiana

Registered Investment Advisory firm - (4/18/2017 Terminated)

Massachusetts

Registered Investment Advisory firm - (4/4/2017 Terminated)

Texas

Registered Investment Advisory firm - (4/4/2017 Terminated)

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Contact information

Main Address

4200 N Marshall Way Suite 2, Scottsdale, AZ 85251

Mailing Address

Phone number

(480) 719-7290

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (18 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

SM FORM ADV PART 2A - 2024-6-11 (3/28/2025)

Regulatory assets under management

Total Number of Accounts	1,329
AUM (Assets Under Management)	$ 603,666,166

Accountant surprise examination report

Filing Date	Form ADV-E Cover	Form ADV-E Report
12/21/2023	Cover Page	Report
08/16/2022	Cover Page	Report

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Contact information

(xxx) xxx-xxxx

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Firm Stability Insights

Nancy B. Fellinger

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Nancy Barton Fellinger's CRS (Customer Relationship Summary).

Certified licenses

Experience

COBURN & MEREDITH, INC.

COBURN & MEREDITH, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

NEW ENGLAND SECURITIES

NEW ENGLAND SECURITIES

THE LINCOLN NATIONAL LIFE INSURANCE COMPANY

OSAIC FA, INC.

OSAIC FA, INC.

TALCOTT RESOLUTION DISTRIBUTION COMPANY, INC.

LINCOLN FINANCIAL DISTRIBUTORS, INC.

CONSECO SECURITIES, INC.

SHAWMUT BROKERAGE, INC.

Primary Firm SEC Registration

SENSIBLE MONEY, LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 8/26/1999

Series 63

Date: 1/3/1994

SIE

Date: 9/17/2018

Series 31

Date: 8/28/2006

Series 7

Date: 7/29/1996

Series 6

Date: 12/18/1993

Series 24

Date: 12/3/1996

Series 26

Date: 8/3/1994

Current Firm

SENSIBLE MONEY, LLC

Contact information

SEC notice filing (18 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Accountant surprise examination report

Red Flags

Company Information

SENSIBLE MONEY, LLC

TRUST BUT VERIFY

Contact information

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