Storehouse Investments LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100/hr

“Financial Consulting Fee Financial Consulting Services are offered based on an hourly fee of $100 per hour.”

Flat or project fee

$500⁠-⁠$5,000

“Services are offered based on a flat fee between $500 and $5,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Storehouse Investments LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed monthly in advance based on the amount of assets managed as of the close of business on the last business day of the previous month.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Storehouse’s fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”

How Storehouse Investments LLC’s fees compare

• Its hourly rate of $100 is below the Pennsylvania median of $250. 1% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• None of the 2 other planners in New Castle that publish an hourly rate charge less.
• Its flat or project fee of $500-$5,000 spans the Pennsylvania median of $3,650. 37% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Storehouse Investments LLC

• Firm size: 4 employees.
• Registered as an adviser: 2019 (7 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

170

Employees

4

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops

Assets managed

$34,903,334

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

304610

Website

storehouseinvestments.net (opens in new tab)

Phone

(724) 202-6900

Can advise clients in 2 states: Ohio, Pennsylvania

Other planners in New Castle that publish fees

• Bill Messner Contrarian Investment Advisory, LLCNew Castle$250/hr
• Kissling Financial Services, LLCNew Castle$250/hr, $500⁠-⁠$5,000
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr

Compare all 3 planners in New Castle