STOREHOUSE FINANCIAL LLC
SEC RegisteredWE ARE DIFFERENT
About the firm
Storehouse Financial is a fee-only financial advisory firm based in Fort Worth, TX. Their professionals have over a century of combined experience in financial services, offering personalized service focused on clients' needs, wants, and financial goals and objectives.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial and retirement planning, tax planning, investments, insurance counseling, and saving for college.
Who they serve
Individuals facing unique financial challenges at every stage of life, including those preparing for retirement, college savings, or estate strategy.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 1,290 | $162M |
| High Net Worth Individuals | 40 | $77M |
| Charitable Organizations | 4 | $547k |
| State/Municipal Entities | 3 | — |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $0 - $2,000,000 | 1.50% |
| Next $2,000,001 - $5,000,000 | 1.00% |
| Next $5,000,001+ | 0.50% |
Data as of March 25, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. STOREHOUSE FINANCIAL LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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