S
Storie Financial Advisory LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$86,000,000
Clients
61
59% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
61
Very HighAverage account size
$1,409,836
About
The firm serves individuals, trusts, estates and foundations with fee-only financial planning and investment management, and it also offers federal and state income tax return preparation through an Enrolled Agent on staff. Clients may engage for modular or comprehensive planning, investment consultation, and implementation assistance.
Investment strategies are implemented using a Core+Satellite approach that blends low-cost index-based core holdings with active satellite managers, and portfolios are designed around each client's objectives, time horizon and tolerance for risk. The firm provides investment management on a non-discretionary basis, preparing investment guidelines and seeking client approval before placing trades.
Distinctive features relative to peers include offering tax-preparation services under the firm umbrella and billing primarily by hourly fees rather than a percentage-of-AUM. The firm operates as a solo practitioner managing client assets non-discretionarily, provides a 20% discount to U.S. military veterans, and typically recommends custodians such as Charles Schwab, Vanguard or USAA.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Passive / index investing
Active portfolio management
Tax-loss harvesting
General tax planning
Occupation focus
Retired
Founder/Business Owner
Fee options
Hourly fee range of $75 - $255 per hour depending on complexity; services billed in 30-minute increments
Fee-only: Hourly fees ranging from $75 to $255 per hour depending on complexity; billed in 30-minute increments
Main office location
Storie Financial Advisory LLC
2400 Ansys Drive, Suite 102
Canonsburg PA 15317, United States
Number of offices
1
Most active in
Storie Financial Advisory LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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