Storen Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$10,000

“Flat fees range from $1,000 to $10,000.”

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

How Storen Financial bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Our advisory fee is negotiable, depending on individual Client circumstances and account type.”
• “Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management.”

How Storen Financial’s fees compare

• Its flat or project fee of $1,000-$10,000 spans the Indiana median of $5,000. 63% of the 84 other Indiana planners that publish a flat or project fee charge less.
• None of the 2 other planners in Zionsville that publish a flat or project fee charge less.

About Storen Financial

• Firm size: 14 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Cash flow and budgeting
• Charitable giving

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

864

Employees

14

Works with

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

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$438,267,419

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

339197

Website

storenfinancial.com (opens in new tab)

Phone

(317) 733-1000

Can advise clients in 4 states: Colorado, Florida, Indiana, Texas

Other planners in Zionsville that publish fees

• Hobbs Wealth ManagementZionsville$450/hr, $2,500⁠-⁠$10,000
• Tactical Wealth PartnersZionsville$400/mo, $4,800/yr
• Turtair Capital AdvisorsZionsville$3,000⁠-⁠$10,000
• Abound Wealth StrategiesIndianapolis$720⁠-⁠$25,000
• Above & Beyond Investments, LLCBloomington$250/hr, $250⁠-⁠$2,500
• Afp Group, LLCPlainfield$150/hr, $2,000

Compare all 9 planners in Zionsville