Fee-only adviser · Meridian, ID
Retire Sensibly LLC
Retire Sensibly LLC is a fee-only investment adviser registered with the securities regulator of Idaho, with its main office in Meridian, Idaho. On its latest Form ADV, filed February 21, 2026, it reports $58M in regulatory assets under management, 146 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Idaho |
|---|---|
| Firm CRD number | 292828 |
| Office | 135 E. Calderwood DR. Suite 120, Office #6 Meridian, ID 83642 |
| Phone | (208) 795-3446 |
| Website | www.retiresensibly.com |
| Regulatory assets under management | $58M |
| Individual clients | 108 non-high-net-worth, 38 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Educational seminars |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 21, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Meridian
- Next Level Wealth Planning, LLC $323M
- Hawke Financial Group $270M
- Inspire Investing, LLC $4.0B
- Enduring Wealth Management, LLC $205M
- Viewpoint Advisory, LLC $103M
- Garcia Financial Planning $6.0M
See all 8 fee-only advisers in Meridian →
Nearby
- Eagle 9 firms
- Caldwell 1 firm
- Boise 22 firms
- Kuna 1 firm
- Horseshoe Bend 1 firm
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