Storybook Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$443,886
Total clients
19
11% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
19
Average account size
$23,362
About
Storybook Financial is a state-registered, single-advisor independent investment adviser that serves individuals, young professional families regardless of asset size, and small businesses. The firm offers comprehensive financial life planning — addressing cash flow, student loans, employee benefits, insurance, estate planning and retirement — alongside discretionary portfolio management and project-based planning engagements billed hourly.
The firm’s investment process emphasizes strategic asset allocation and evidence‑based investing, with portfolio construction that considers factor tilts (value, small-cap, profitability) and international diversification using mutual funds, ETFs, and vetted third‑party managers. Planning clients may receive ongoing investment management at no additional charge, and the adviser uses tools such as Morningstar X‑Ray to monitor holdings and rebalance for long‑term objectives.
A relatively uncommon feature for an independent solo practice is a historical affiliation with another adviser: the adviser was previously dual‑registered with Blend Financial, Inc. (dba Origin Financial), a relationship that has since ended; the firm also refers clients to an independent insurance provider (LLiS) and participates in TD Ameritrade Institutionals’ program for custody and platform services. With roughly $444,000 in reported assets under management and fewer than 20 clients, the practice operates as a small, hands‑on office that provides annual reviews, ongoing client access to financial planning software, and direct advisor support.
Client services
Financial planning
Portfolio management
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
$250 per hour for specific planning projects
Fee-only: Financial planning services billed hourly at $250 per hour; planning projects billed by time tracked in 15-minute increments
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 not active or affiliated with:
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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.
Main office location
Storybook Financial
Coralville IA, United States
Number of offices
1
Forms ADV
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