Gary Storie
Gary Storie is a CFP-designated registered investment advisor at Storie Financial Advisory LLC, based in Canonsburg, PA, with 21 years of industry experience. Gary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 67 clients with $73M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Storie Financial Advisory's fees are based on an hourly rate, ranging from $75 to $255 per hour depending on the complexity of the plan or service. Data entry is billed at the lowest rate of $75 per hour. Services are billed in 30-minute increments.
Location
2400 Ansys Drive, Suite 102, Canonsburg, PA, 15317
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2002Other Business Activities
Gary is an accountant and tax preparer since 2016, dedicating about a quarter of his time to this activity. He is also a licensed insurance agent since 2010, providing advice on life insurance and annuities, but he does not sell insurance products, dedicating minimal time to this activity.
Employment History
Current Registrations
Storie Financial Advisory LLC
Previous Registrations
Essex National Securities, INC.
First Commonwealth Financial Advisors, INC.
Uvest Financial Services Group, INC.
Uvest Financial Services Group, INC.
Atlas Brokerage Company, L.P.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.