A complete list of active advisors currently associated with Storehouse Advisory Group

Warmer can help you find a great advisor at Storehouse Advisory Group or one who fits your needs even better.

Storehouse Advisory Group provides ongoing investment supervisory services and financial planning to individual clients. As of December 31, 2025 the firm reported managing approximately $1.73 million across three individual accounts and generally charges advisory fees as a percentage of assets, billed quarterly. The firm uses a client-centered financial planning process to establish objectives, income and tax considerations, life insurance needs and risk tolerance, then implements strategic asset allocation primarily using individual stocks, exchange-traded funds and mutual funds; it also offers a Socially Responsible Investing (SRI) option that allows clients to impose restrictions based on personal values. Accounts are managed on a non-discretionary basis—trades require client authorization—and the firm conducts regular reviews (weekly for accounts over $100,000 and at least quarterly for smaller accounts). Notable distinctions include that the firm’s principal maintains a licensed insurance practice and recommends or sells life, health, long-term care, Medigap and fixed annuity products for commission, which the brochure discloses as a potential conflict of interest. The firm also disclosed a past consent order related to a failure to renew state registration (resulting in a $500 penalty and reinstatement effective January 1, 2018), a disclosure event that is uncommon among peers in this category.

To learn more about the advisors currently working at Storehouse Advisory Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.