Storie Financial Advisory LLC fees and pricing
Financial planner in Canonsburg, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 31, 2026, Storie Financial Advisory LLC charges $75-$255 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $75-$255/hr
“The firm's current hourly rate is a range of $75 - $255 depending on the complexity of the plan to be developed or service to be provided.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Storie Financial Advisory LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Our services are billed in 30-minute increments, and a partial increment will be treated as a whole.”
- “Invoices are due upon delivery and any residual fees are due within 30 days of invoice receipt.”
- “Fees are to be paid by check or draft from US-based financial institutions.”
How Storie Financial Advisory LLC’s fees compare
- Its hourly rate of $75-$255 spans the Pennsylvania median of $250. 12% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- None of the 2 other planners in Canonsburg that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Storie Financial Advisory LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2011 (15 years).
Planning areas mentioned in the brochure
- Tax planning
- Military and veterans
Firm details from Form ADV
- How the firm is paid
- Hourly fees
- Charges a % of assets
- No
- Clients
- 61
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $86,000,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 156294
- Phone
- (724) 960-1130
Other planners in Canonsburg that publish fees
- Braun-Bostich & Associates Inc.Canonsburg$1,500-$20,000
- Giffin Planning Services, Inc.Canonsburg$200/hr, $1,000-$4,000
- Grant Street Asset Management IncCanonsburg$5,000
- MFG Private WealthCanonsburg$200-$500/hr, $500-$250,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.