Mary Storjohann
Allora Wealth · Chula Vista, California
Mary Storjohann is a fee-only financial advisor at Allora Wealth in Chula Vista, California, who holds the CFP credential. Mary focuses on equity compensation, retirement planning and small business owners. Allora Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- High earners
- Executives
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Allora Wealth |
|---|---|
| Based in | Chula Vista, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $11.7M across 89 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 4798603 |
| Exams passed | Series 66 (2010) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | allorawealth.com |
| Profile |
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Questions about Mary
Is Mary Storjohann a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Allora Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Allora Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Mary Storjohann based?
Mary Storjohann is based in Chula Vista, California.
What does Mary specialize in?
Mary's specialties include equity compensation, retirement planning, small business owners, divorce financial planning and tax planning. Mary works with high earners, executives, mid-life transitions and divorced individuals.
What credentials does Mary Storjohann hold?
Mary Storjohann holds the CFP credential.
Is Mary Storjohann registered with the SEC?
Yes. Mary Storjohann is registered as an investment adviser representative in CA and TX (CRD 4798603), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Allora Wealth manage?
Allora Wealth reports $11.7M across 89 accounts in assets under management.
How do I contact Mary Storjohann?
Through Mary's website, allorawealth.com.
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
- Allora Wealth website : specialties, clients served, and fees, checked October 30, 2026
- 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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