RIA Intel›Advisers›Michigan›SENSIBLE FINANCIAL SOLUTIONS, LLC

SENSIBLE FINANCIAL SOLUTIONS, LLC

Advisory

KALKASKA, MI

Data as of Jan 20, 2026 · Source: SEC Form ADV

Average account

$195K

across 3 accounts

AUM per adviser

$585K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 20, 2026.

Total AUM

$585K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$585K

Discretionary AUM$0

Non-Discretionary AUM$585K

Discretionary %0%

Total Clients3

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

3 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in MI

Closest by assets under management. All figures from Form ADV.

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BONE FINANCIAL LLC

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$527K

DONNER'S FINANCIAL SERVICES INC.

$660K

MILLENNIUM PERSONAL FINANCE, LLC

YPSILANTI, MI

$485K

TETRA WEALTH MANAGEMENT LLC

$694K

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