Caley
Miller
Sensible Money, LLC
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About this Advisor
Caley Miller is a certified financial planner based out of Scottsdale, Arizona with 6 years of relevant experience. Miller currently works for Sensible Money, LLC. Their career trajectory has included roles at Sensible Money, LLC, University Of Arizona, Charles Schwab & Co., Inc, Farmers Insurance, Standard Market, College Of Dupage, Champions Boxing Gym and Downers Grove North High School. Miller has a Series 65 license, qualifying them as an investment advisor representative, and is registered to serve investors in Arizona. Sensible Money, LLC is a financial advisory company that has its headquarters in Scottsdale, AZ. It has offices in three locations and a total of 14 people on staff. It controls $422 million in assets under management between its 1,135 client accounts, placing it among the bigger firms in the United States by assets under management. Of its 1,135 accounts, 52% are held by high-net-worth individuals who have at least $1 million in assets. The company has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. Fees for financial management typically are based on the type of financial services provided. Fees billed by Sensible Money, LLC most likely include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sensible Money, LLC Brokerage Details
$422,225,182
14
1,135
$372,005
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Caley Miller Work History
Caley has been registered as a financial advisor for 6 years.*
Sensible Money, LLC
Sensible Money, LLC
Sensible Money, LLC
Charles Schwab & Co., Inc
University Of Arizona
Farmers Insurance
Standard Market
College Of Dupage
Champions Boxing Gym
Downers Grove North High School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Caley Miller to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Sensible Money, LLC
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Scottsdale, AZ
Miami, FL
Pawleys Island, SC
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
