Retire Sensibly Llc
State-registered
Wealth Manager · Boutique (under $100M)
CRD 292828
· Meridian, ID
· www.facebook.com
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ADV data as of Feb 21, 2026
- Regulatory AUM
- $58.3M
- Discretionary
- $58.3M
- Clients
- 146
- Avg AUM / client
- $399K
- Accounts
- 374
- Employees
- 2
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 108 | $30.4M | 52.2% |
| High net worth individuals | 38 | $27.8M | 47.8% |
People (2)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Ronald Dean Strobel | Registered representative | CFP | Jul 2018 (8y) | |
| Lauren Richelle Strobel | Registered representative | Jan 2024 (3y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/21/2026 | 994 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Firm reports having custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 21, 2026.
View current Form ADV (SEC/IAPD) ↗