Storie Financial Advisory is a registered investment advisor based in Canonsburg, Pennsylvania, offering fee-only financial planning, tax return preparation, and investment management services. Founded in 2010, the firm uses a "Core + Satellite" investment strategy that blends passive index funds and exchange-traded funds with active managers to build customized portfolios. Storie Financial Advisory operates on a non-discretionary basis, meaning clients retain final authority over all investment and trading decisions. In addition to investment oversight, the firm provides modular or comprehensive financial planning covering cash flow analysis, retirement planning, education funding, and estate planning, alongside federal and state income tax preparation. The firm does not require a minimum account size or minimum income level to work with clients.
Fee Structure
Storie Financial Advisory charges for investment management and financial consultation on an hourly basis, ranging from $75 to $255 per hour depending on the complexity of the services provided.