Firm
Your Story Financial, LLC
Phoenix, Arizona
Fee-only
Your Story Financial, LLC at a glance
- One of 212 fee-only firms based in Arizona in the Wellspent graph.
- 12 advisors are listed here; 10 of 12 hold the CFP.
- Its Form ADV reports 19 employees and 434 individual clients, 310 of them high net worth.
- Its average account is about $296,000 (assets it manages divided by its 1,321 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Arizona · What fee-only advisors charge in Arizona
Facts
| Based in | Phoenix, Arizona |
|---|---|
| Website | yourstoryfinancial.com |
| [email protected] | |
| Phone | (602) 730-1160 |
Your Story Financial, LLC fees
Your Story Financial, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. 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 by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $391 million |
| Individual clients | 124 |
| High-net-worth clients | 310 |
| Accounts managed | 1,321 |
| Employees | 19 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-120628) |
| Financial planning | Offered |
| Form ADV filed | August 31, 2026 |
| SEC record | CRD 277031 |