Fee-only adviser · Canonsburg, PA
Storie Financial Advisory LLC
Storie Financial Advisory LLC is a fee-only investment adviser registered with the securities regulator of Pennsylvania, with its main office in Canonsburg, Pennsylvania. On its latest Form ADV, filed March 31, 2026, it reports $86M in regulatory assets under management, 61 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Pennsylvania |
|---|---|
| Firm CRD number | 156294 |
| Office | 2400 Ansys Drive Suite 102 Canonsburg, PA 15317 |
| Phone | (724) 960-1130 |
| Website | Not listed |
| Regulatory assets under management | $86M |
| Individual clients | 25 non-high-net-worth, 36 high-net-worth |
| Financial planning clients | 26-50 |
| How it charges | Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 31, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Canonsburg
- H Financial Management $622M
- Braun-Bostich & Associates Inc. $250M
- Main Advisory, Inc. $163M
- Hutchison Whitehead Wealth Management $90M
- Bryan Advisory Services, LLC $2.4M
- Grant Street Asset Management Inc $769M
See all 7 fee-only advisers in Canonsburg →
Nearby
- McMurray 2 firms
- Venetia 1 firm
- Pittsburgh 38 firms
- Sewickley 6 firms
- White Oak 1 firm
- Weirton 1 firm
- Monroeville 1 firm
- Oakmont 1 firm
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