Storybook Financial fees and pricing

Financial planner in Coralville, Iowa. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 20, 2023, Storybook Financial charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 20, 2023. Fees can change, so confirm with the firm before you hire them.

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

“An account may be terminated with written notice at least 30 calendar days in advance.”
“Since fees are paid in arrears, no refund will be needed upon termination of the account.”
“If AUM fee does not cover entire cost of financial planning service, client may be billed ACH via AdvicePay or via check.”

Its hourly rate of $250 matches the Iowa median of $250. 26% of the 47 other Iowa planners that publish an hourly rate charge less.

Principal: Kade Hammes
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Registered as an adviser: 2019 (7 years).

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: 1.5% a year
Clients: 19
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: $443,886
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 305117
Website: instagram.com/storybookfinancial (opens in new tab)
Phone: (319) 220-3100

Is something on this page wrong or out of date?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.