Storybook Financial
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Storybook Financial is a state-registered, single-advisor independent investment adviser that serves individuals, young professional families regardless of asset size, and small businesses. The firm offers comprehensive financial life planning — addressing cash flow, student loans, employee benefits, insurance, estate planning and retirement — alongside discretionary portfolio management and project-based planning engagements billed hourly.
The firm’s investment process emphasizes strategic asset allocation and evidence‑based investing, with portfolio construction that considers factor tilts (value, small-cap, profitability) and international diversification using mutual funds, ETFs, and vetted third‑party managers. Planning clients may receive ongoing investment management at no additional charge, and the adviser uses tools such as Morningstar X‑Ray to monitor holdings and rebalance for long‑term objectives.
A relatively uncommon feature for an independent solo practice is a historical affiliation with another adviser: the adviser was previously dual‑registered with Blend Financial, Inc. (dba Origin Financial), a relationship that has since ended; the firm also refers clients to an independent insurance provider (LLiS) and participates in TD Ameritrade Institutionals’ program for custody and platform services. With roughly $444,000 in reported assets under management and fewer than 20 clients, the practice operates as a small, hands‑on office that provides annual reviews, ongoing client access to financial planning software, and direct advisor support.
Client services
Expertise
Demographic focus
Fee options
$0 - $250,000: 1.50% $250,001 - $500,000: 1.00% $500,001 - $2,000,000: 0.75% $2,000,001 - $3,000,000: 0.50% $3,000,001+: 0.25%
$250 per hour for specific planning projects
Fee-only: Financial planning services billed hourly at $250 per hour; planning projects billed by time tracked in 15-minute increments
Main office
Coralville IA
Advisors at this office
1
Most active in
Iowa
Also doing business as
Storybook Financial · Storybook Financial LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)