Gary Storie
Storie Financial Advisory · Canonsburg, Pennsylvania
Gary Storie is a fee-only financial advisor at Storie Financial Advisory in Canonsburg, Pennsylvania, who holds the CFP credential. Storie Financial Advisory reports charging hourly fees on its Form ADV.
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Facts
| Firm | Storie Financial Advisory |
|---|---|
| Based in | Canonsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Hourly |
| Assets under management | $86M across 215 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 3066716 |
| Exams passed | Series 63 (1998) · Series 65 (1998) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
How Gary's firm compares
- Storie Financial Advisory's average account is about $400,000, from its Form ADV (assets managed divided by 215 accounts).
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Questions about Gary
Is Gary Storie a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Gary holds no broker registration, and Storie Financial Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Gary charge for financial advice?
Gary's firm, Storie Financial Advisory, reports charging hourly fees on its SEC Form ADV.
Where is Gary Storie based?
Gary Storie is based in Canonsburg, Pennsylvania.
What credentials does Gary Storie hold?
Gary Storie holds the CFP credential.
Is Gary Storie registered with the SEC?
Yes. Gary Storie is registered as an investment adviser representative in PA (CRD 3066716), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Storie Financial Advisory manage?
Storie Financial Advisory reports $86M across 215 accounts in assets under management.
How do I contact Gary Storie?
Contact details aren't on file yet. Search for Storie Financial Advisory.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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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