Storie Financial Advisory LLC

Storie Financial Advisory LLC is a solo independent registered investment adviser that serves individuals, trusts, estates and foundations, providing fee-only financial planning, non-discretionary investment management, and optional income tax return preparation. The firm reports roughly $73 million in advisory assets across a small client roster and delivers services under written engagement agreements.

The firm constructs portfolios using a Core+Satellite approach, blending low-cost passive index investments as the core with actively managed satellite positions, and applies fundamental analysis to develop tailored investment guidelines and asset allocation. Portfolios are implemented on a non-discretionary basis—clients retain final approval for trades—and the adviser will design fully passive or more actively managed allocations per client preference.

Notable distinctions include in-house tax return preparation by an enrolled agent affiliated with the firm and a state insurance producer license held for advisory purposes only, rather than to sell insurance products; the firm reports it does not receive commissions or 12b‑1 fees. The firm also bills primarily on an hourly, fee-only basis instead of a percentage-of-AUM fee, operates largely with client-directed (non-discretionary) accounts, and offers a veteran discount—features that are less common among solo independent advisers and contribute to a relatively high assets-per-client profile.