Bank / Wealth / TrustRIA · CRD 140738SEC-Registered

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Storehouse Financial

Storehouse Financial launched in 2006 as a Fort Worth, Texas registered investment advisor. The firm's website states its professionals have over a century of...

Storehouse Financial logo

Storehouse Financial

Storehouse Financial launched in 2006 as a Fort Worth, Texas registered investment advisor. The firm's website states its professionals have over a century of combined experience in financial services. It serves individuals, high-net-worth individuals, trusts, and business entities from three offices across North Texas—Fort Worth, Granbury, and Weatherford. The firm structures its client service around a flat-fee, commission-free model that it claims keeps interests aligned. Its stated service scope spans financial and retirement planning, tax strategy, insurance counseling, and college savings. Storehouse says it evaluates client accounts daily and rebalances as needed to manage risk and improve returns. The firm's materials do not disclose specific portfolio holdings, asset-class allocations, or named investment strategies. Public records do not indicate current assets under management or total deployment. No named principals, portfolio managers, or investment-committee members appear in available firm disclosures. The Granbury and Weatherford offices share a single phone line with headquarters and maintain identical hours, suggesting a hub-and-spoke advisory model serving communities west of Dallas–Fort Worth. Storehouse Financial's structural differentiator is operational rather than strategic: daily portfolio monitoring as standard practice. While large institutional desks can rebalance intraday, a small RIA codifying daily review into its standard client service creates a distinct governance rhythm for individual and trust accounts.

General information

Firm type

Bank / Wealth / Trust

Year founded

2006

Location

Region

North America

Country

United States

City

Fort Worth

Corporate office

3200 Riverfront Dr., Suite 204, Fort Worth, TX 76107

Additional offices

201 East Pearl Street, Suite C103, Granbury, TX 76048 · 206 Santa Fe Dr, Weatherford, TX 76086

Frequently asked questions

How does Storehouse Financial charge for its services?

Storehouse Financial operates on a fee-only basis and states it receives no commissions. The firm describes its compensation as a small monthly fee that includes all services. Because it takes no commissions, it says it can select low-cost investments without conflict.

What does daily account evaluation mean in practice?

The firm says it evaluates client accounts daily rather than quarterly or annually. It adjusts holdings and rebalances portfolios as needed to reduce risk and pursue better returns. This operational frequency is uncommon among small RIAs.

What fiduciary standard does Storehouse Financial follow?

Storehouse Financial states that its advisers are fiduciaries required to act in the best interest of the client. The firm’s website references professional organizations that mandate this standard, though it does not name the specific designations or bodies.

Where does Storehouse Financial maintain offices?

The firm's headquarters is at 3200 Riverfront Drive, Suite 204, in Fort Worth, Texas. It also lists offices in Granbury at 201 East Pearl Street, Suite C103, and in Weatherford at 206 Santa Fe Drive. All three locations share a single phone line and the same weekday operating hours.

Does Storehouse Financial manage institutional capital or only individual accounts?

The firm's disclosures indicate it serves individuals, high-net-worth individuals, trusts, and business entities. There is no public evidence of institutional separate accounts, pooled vehicles, or fund commitments in available materials.

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