# Storen Financial

> Storen Financial is an SEC-registered investment advisory firm in Zionsville, IN, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 339197
- Filed as: STOREN FINANCIAL
- Legal name: Storen Legacy Partners, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Zionsville, IN
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/339197
- AdvisorCensus page: https://advisorcensus.com/firm/storen-financial-zionsville-in-339197

## Quick answers

**How is Storen Financial compensated?**
On its Form ADV (Item 5.E, October 2026), Storen Financial reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Storen Financial charge?**
Its Form ADV Part 2A brochure dated March 13, 2026 states: Flat fee: $1,000 to $10,000 (financial planning and consulting services); Flat fee: $750 to $25,000 (Retirement Plan Consulting). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Storen Financial located?**
Storen Financial's principal office is in Zionsville, IN, according to its Form ADV.

**Is Storen Financial registered with the SEC or a state?**
Storen Financial is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 339197.

**How much does Storen Financial manage?**
Storen Financial reports $438,267,419 in regulatory assets under management in its Form ADV filing dated April 7, 2026 (100% discretionary).

**What types of clients does Storen Financial serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (771); high net worth individuals (93); pension and profit sharing plans (but not the plan participants or government pension plans) (7).

**Which custodians does Storen Financial use?**
Storen Financial's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Storen Financial report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/339197

**What changed in Storen Financial's recent Form ADV filings?**
In the May 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 13, 2026)

- Flat fee: $1,000 to $10,000 (financial planning and consulting services)

> Our firm charges on a flat fee basis for financial planning and consulting services. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement with the client. Flat fees range from $1,000 to $10,000.

- Flat fee: $750 to $25,000 (Retirement Plan Consulting)

> Our Retirement Plan Consulting services are billed on a flat fee basis or a fee based on the percentage of Plan assets under management. The total estimated fee, as well as the ultimate fee charged, is based on the scope and complexity of our engagement wi th the client. Our flat fees range from $750 to $25,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $438,267,419
- Discretionary: $438,267,419
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 771 | $227,621,684 |
| High net worth individuals | 93 | $204,830,341 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 7 | $2,856,267 |
| Charitable organizations | 1 | $64,094 |
| Corporations or other businesses not listed above | 4 | $2,895,033 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (0 years)
- Employees: 14 total, 6 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [storenfinancial.com](https://storenfinancial.com)
- Facebook @StorenFinancial
- LinkedIn @storenfinancialgroup
- X @StorenTaxes
- YouTube @UC2o-Q-JsJlGfm1YE94ToIRA

## Changes in the filing (last 12 months)

### May 2026
- Updated its list of owners and control persons (Schedule A).

### April 2026
- Regulatory assets under management went from $0 to $438,267,419.
- Updated its list of owners and control persons (Schedule A).

### February 2026
- Registered or notice-filed in CO, FL, TX.

### December 2025
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Storen Financial (CRD 339197): Form ADV filing data as of October 2026.