Storie Financial Advisory LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individuals, trusts, estates and foundations with fee-only financial planning and investment management, and it also offers federal and state income tax return preparation through an Enrolled Agent on staff. Clients may engage for modular or comprehensive planning, investment consultation, and implementation assistance.
Investment strategies are implemented using a Core+Satellite approach that blends low-cost index-based core holdings with active satellite managers, and portfolios are designed around each client's objectives, time horizon and tolerance for risk. The firm provides investment management on a non-discretionary basis, preparing investment guidelines and seeking client approval before placing trades.
Distinctive features relative to peers include offering tax-preparation services under the firm umbrella and billing primarily by hourly fees rather than a percentage-of-AUM. The firm operates as a solo practitioner managing client assets non-discretionarily, provides a 20% discount to U.S. military veterans, and typically recommends custodians such as Charles Schwab, Vanguard or USAA.
Client services
Expertise
Occupation focus
Fee options
Hourly fee range of $75 - $255 per hour depending on complexity; services billed in 30-minute increments
Fee-only: Hourly fees ranging from $75 to $255 per hour depending on complexity; billed in 30-minute increments
Main office
2400 Ansys Drive, Suite 102
Canonsburg PA 15317
Advisors at this office
2
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Gary S
CFP®, Series 63, Series 65
Canonsburg, PA
Storie Financial Advisory LLC
Gary Storie is a CERTIFIED FINANCIAL PLANNER™ professional with 22 years of experience in the financial services industry. He has led Storie Financial Advisory LLC since 2010 and also operates a tax preparation business as an Enrolled Agent, providing tax return preparation and support. In addition, he advises clients on life insurance and annuity products, though he does not sell insurance. Storie Financial Advisory LLC serves individuals, trusts, estates, and foundations with fee-only financial planning, investment management, and federal and state income tax preparation. The firm uses a Core+Satellite investment approach with non-discretionary management and offers services on an hourly fee basis, including a 20% discount for U.S. military veterans.
Elizabeth D
Series 65
Canonsburg, PA
Storie Financial Advisory LLC
Elizabeth Debowski is a financial advisor at Storie Financial Advisory LLC in Canonsburg, PA. She holds a Series 65 designation and has been a homemaker since 2010, beginning her advisory career with no prior industry experience. Storie Financial Advisory LLC serves individuals, trusts, estates, and foundations with fee-only financial planning and investment management. The firm uses a Core+Satellite investment strategy and offers tax return preparation through an Enrolled Agent, providing services on a non-discretionary basis and billing primarily by hourly fees.
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