Storybook Financial

Overview

Storybook Financial operates as an independent registered investment advisor (RIA) focused on providing financial planning and portfolio management services primarily to individuals and families. The firm emphasizes a personalized approach to investment management, tailoring strategies to meet the unique needs of its clients. Storybook Financial does not engage in capital allocation or act as a pension consultant, and it does not actively invest in ESG (Environmental, Social, and Governance) initiatives. The firm operates under a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices