Storybook Financial offers comprehensive financial planning and investment management services primarily tailored to young professional families, regardless of asset size. Founded in 2019 and led by Certified Financial Planner Kade Hammes, Storybook Financial helps clients establish financial goals and values while analyzing areas such as net worth, cash flow, student loans, debt management, retirement planning, insurance, investments, college savings, estate planning, and taxes. For clients utilizing ongoing financial planning services, investment management is included at no extra charge. Storybook Financial also offers standalone planning projects billed on an hourly basis. The firm focuses on strategic asset allocation and evidence-based investing, constructing diversified portfolios tailored to each client's specific risk tolerance and financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable and paid in arrears on a quarterly basis. Alternative schedule applies for accredited investors starting at 1.00% for the first $1M.