Adam Stone
Storehouse Financial · Fort Worth, Texas
Adam Stone is a fee-only financial advisor at Storehouse Financial in Fort Worth, Texas. Storehouse Financial reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Storehouse Financial |
|---|---|
| Based in | Fort Worth, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $240.4M across 1,346 accounts |
| SEC registration | Investment adviser representative in CA, FL, TX · CRD 6320264 |
| Exams passed | Series 63 (2014) · Series 65 (2015) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.storehousefinancial.com |
How Adam's firm compares
- Storehouse Financial's average account is about $179,000, from its Form ADV (assets managed divided by 1,346 accounts).
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Questions about Adam
Is Adam Stone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Adam holds no broker registration, and Storehouse Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Adam charge for financial advice?
Adam's firm, Storehouse Financial, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Adam Stone based?
Adam Stone is based in Fort Worth, Texas.
Is Adam Stone registered with the SEC?
Yes. Adam Stone is registered as an investment adviser representative in CA, FL and TX (CRD 6320264), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Storehouse Financial manage?
Storehouse Financial reports $240.4M across 1,346 accounts in assets under management.
How do I contact Adam Stone?
Through Adam's website, www.storehousefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fort Worth
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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