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Storybook Financial

Coralville, Iowa

Fee-only

Storybook Financial at a glance

  • One of 62 fee-only firms based in Iowa in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 1 employee and 19 individual clients, 2 of them high net worth.
  • Its average account is about $22,000 (assets it manages divided by its 20 accounts).

Specialties Physicians & residents · Student loans · Estate & legacy planning · Retirement planning

Works with Physicians

Fee-only advisors in Iowa

Facts

Based inCoralville, Iowa
Websitestorybookfinancial.com
Email[email protected]
Phone(319) 220-3100

Questions about Storybook Financial

How many advisors does Storybook Financial have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Storybook Financial.

What is the average account at Storybook Financial?

Storybook Financial's average account is about $22,000. That's the assets on its Form ADV divided by its 20 accounts.

What does Storybook Financial specialize in?

Storybook Financial's advisors and website list physicians & residents, student loans, estate & legacy planning and retirement planning.

Storybook Financial fees

Storybook Financial doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$0 million
Individual clients17
High-net-worth clients2
Accounts managed20
Employees1
Planning clients11-25
Financial planningOffered
Form ADV filedApril 20, 2023
SEC recordCRD 305117

Advisors at this firm (1)

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