Kade Hammes
Storybook Financial · Coralville, Iowa
Kade Hammes is a fee-only financial advisor at Storybook Financial in Coralville, Iowa, who holds the CFP and RLP credentials. Kade focuses on physicians & residents, student loans and estate & legacy planning. Storybook Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Physicians
Facts
| Firm | Storybook Financial |
|---|---|
| Based in | Coralville, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $444K across 20 accounts |
| Credentials | CFP · RLP |
| SEC registration | Investment adviser representative in IA · CRD 6500353 |
| Exams passed | Series 65 (2016) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | storybookfinancial.com |
| Profile |
How Kade's firm compares
- Storybook Financial's average account is about $22,000, from its Form ADV (assets managed divided by 20 accounts).
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Questions about Kade
Is Kade Hammes a fee-only financial advisor?
Yes. Kade Hammes is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kade's firm.
How does Kade charge for financial advice?
Kade's firm, Storybook Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Kade work with clients virtually?
Yes. Storybook Financial says on its website that it works with clients remotely.
Where is Kade Hammes based?
Kade Hammes is based in Coralville, Iowa.
What does Kade specialize in?
Kade's specialties include physicians & residents, student loans, estate & legacy planning and retirement planning. Kade works with physicians.
What credentials does Kade Hammes hold?
Kade Hammes holds the CFP and RLP credentials.
Is Kade Hammes registered with the SEC?
Yes. Kade Hammes is registered as an investment adviser representative in IA (CRD 6500353), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Storybook Financial manage?
Storybook Financial reports $444K across 20 accounts in assets under management.
How do I contact Kade Hammes?
Through Kade's website, storybookfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Storybook Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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