Excellent · Verdica composite score based on three weighted sub-scores from public regulator data.
7 active sources · last successful refresh Oct 13, 2026
source data currentHow this is calculated
Composite = Registration & Compliance × 35% + Disciplinary History × 40% + Business Profile × 25%, scaled to 300–850.Read full methodology →
Each sub-score starts at a baseline and adjusts based on real regulatory-record signals. Zero-delta rows show what we checked and confirmed clean. “Data quality” indicates how much source data informed the score.
These are unmodified public reviews from Google Reviews — not Verdica ratings or paid endorsements. Reviews shown as-published, positive and negative alike.
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Financial Services Firm 42 scores 823 — these providers rank higher on Verdica's composite trust score.
The Verdica score is a composite trust score from 300 to 850, computed from registration status, disciplinary history, and business risk indicators maintained by the SEC and FINRA. A score of 823 places Financial Services Firm 42 in IL in the excellent (800–850) band. The score reflects publicly available regulator data — it is not a rating from Verdica itself and does not incorporate paid reviews or advertising.
Verdica combines three weighted sub-scores drawn from the SEC and FINRA. Each sub-score reflects a different dimension of financial services compliance — regulatory disclosures, disciplinary actions, and firm risk factors — and is normalized against industry peers before being aggregated to the 300–850 scale.
Verdica pulls public records from the SEC and FINRA: registration status, disciplinary history, and business risk indicators. Data is refreshed on rolling cycles, typically weekly to monthly depending on the source agency's own update schedule. See the "source data current" indicator on the entity page for the last successful refresh.
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My wife snd I have been clients of Dana Anspach and her team of financial advisors with Sensible Money for almost twenty years. Her record of service and sound financial advice has been above reproach. Our financial stability is due to her knowledge and excellent, reliable service. Dana has always been there for us. Lanny and Carolyn Hunter
View on Google ReviewsShowing 8 of 33 — indexed from public Google Reviews, not filtered by rating
See all 33 reviews on Google ReviewsCommon negative signals include regulatory sanctions, customer arbitrations, or firm-level disclosures. Any of these appear in the underlying regulator records and pull the sub-score down; the composite reflects the weighted impact.
Yes. Entities can file a dispute directly from the score page, and business owners can claim their profile. Verdica reviews disputes against the underlying regulator record; the score is updated when the source data is corrected. Scores are recomputed automatically as new regulator data arrives.
Excellent team. Every detail of our requirement clearly explained to us, vis-a-vis details provided by us. Appreciate the Sensible Money team's Patiance answering all our queries. We have a better idea of where we should be when we finally think of retiring as we still have 1 - 2 years ahead of us. We started our journey since mid-2022.But worked with Tabby and Jody / rest of the Sensible Money team from early part of 2023. Wish we had contacted earlier. The best decision we took in 2022.Great fan of Dana thru her podcast. After 3 plus years of experience. We have a sense of security and confidence about our retirement planning. Genuine peace of mind and can safely move into our retirement journey, knowing fully well that SM team is there to guide us through this journey.
I have been working with Dana and Sensible Money for just over 10 years now and could not be more satisfied with the level of service my wife and I receive from the entire team. Dana, CJ and Tabby have been really great over the years setting us up for success in retirement with me retired for the past 11 years and my wife retiring just last week. We have full confidence in Sensible Money to manage and advise us throughout retirement giving us a peace of mind that is invaluable towards experiencing a most wonderful next chapter! We would highly recommend Sensible Money to anybody looking for a financial advisor. I had originally interviewed 5 firms and Sensible Money was easily the best!
Sensible Money is by far the best financial decision we ever made. Everyone there is fantastic to work with from Dana to Amy and CJ and Keri. They have made our retirement worry free and we highly recommend them!
We have had a wonderful experience working with Sensible Money. They have been instrumental in helping us plan and thoroughly prepare for our upcoming retirement, giving us complete peace of mind. From the very beginning, they earned our trust through their expertise and highly personalized approach. CJ and his team are incredibly friendly, professional, and always responsive to our questions and requests—no matter how small. If you are looking for a trustworthy partner to guide you through your financial future, we highly recommend Sensible Money.
Sensible Money has given us peace of mind. We no longer have to worry about how to take advantage of the best withdrawal strategies to mitigate tax consequences. We can now enjoy our retirement instead of constantly tracking our investments' performance and worrying about keeping up with withdrawal rules and deadlines, tax law changes, etc. Nancy and Tabby have done phenomenal jobs guiding us through all the decisions and educating us on the topics pertinent to our situation.
Love working with this team. Explain everything very well
This is our opinion working with sensible Money. ( NOTE ) This isn’t a paid review. We have been working with sensible Money for multiple years now. so far the results are fantastic! We are pleased with Amy and all of her team, providing excellent advice trusted and transparent financial advice and services. Amy and her team are always available for your questions and concerns if you happen to have any, in my opinion this point is very important , especially considering the totality of what’s at stake. Another reason Amy or anyone on her team are very personable easy to discuss your concerns no matter how small you think it is, Amy constantly encourage the client to share their thoughts, concerns and opinions. So what do I think about sensible money? Here’s my short answer … if Sensible Money wasn’t a reputable Organization , My wife and I would not be client of Sensible Money. So if you’re looking for a Financial organization that understands your financial needs and concerns? I encourage you to take a look at sensible Money. Thank you Amy, CJ and Keri and all the rest of the team for your assistance and support.