Business Description
Storehouse Financial, LLC is a privately held investment advisory and asset management firm with offices in Fort Worth, Texas. Storehouse provides financial planning, investment advice and asset management for individuals, trusts, and retirement plans. A character driven organization, Storehouse is committed to providing quality investment advice and investment management services.
General Information Gender:    Male CRD#:    5153633 Name of Broker/Dealer:    ETRADE Financial Name of Custodial Firm:    ETRADE Financial States Licensed in:    TX Years of Experience in Financial Services:    5 Number of Years with Current Firm:    5 I work with the following types of clients:    Individual Investors, Businesses
Education Academic Background   Mr. Stull has a Master's Degree from the University of Missouri at Kansas City
Services Investment Types:    Mutual Funds, Bonds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Qualifications & Memberships Certifications, Accreditations & Designations:    CERTIFIED FINANCIAL PLANNER™ Certificant Securities Licenses:    Series 65 Financial Organization Memberships:    Financial Planning Association (FPA)
Firm Information Number of Advisors in Office:    Up to 10 employees I work with clients as part of a team:    Yes Advisor's Number of Clients:    100 Advisor's Number of Managed Clients:    100 Advisor's Number of Planning Clients:    100 Assets Managed by Advisor:    $9,000,000
Compliance Registered Investment Advisor:    Yes Registered Representative:    Yes Investment Advisor Representative:    Yes I am an acknowledged fiduciary:    Yes Compliance Disclosures in Last 5 years:    I have a clean record Criminal Disclosures in Last 5 years:    I have a clean record
Compensation & Fees I am a fee-only financial professional:    Yes I am a fee-based financial professional:    Yes Minimum Portfolio Size for New Managed Accounts:    $50000 Compensation Methods:    Flat Fee, Based on Assets
Prepared By:	David Stull, CFP®

Frequently Asked Questions

Q.	What are your qualifications? What is your education background?

Q.	What is your approach to financial planning?

Q.	What services do you offer?

Q.	How many clients do you currently manage?

Q.	How are you compensated? How will I pay for your services?

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?

Q.	How much risk should I be willing to take?

Q.	Have you ever been charged with any breaches?

Q.	What services do you provide? What are your specialties?

Q.	What is your experience? How many clients do you currently manage?

Q.	How do you charge for your services?

Q.	Do you provide a free initial consultation?

Q.	Why should I choose you as my financial advisor?

Q.	What are your qualifications?

Q.	What is your approach to 401 K plan rollovers?

Q.	How long does the process of rolling over a 401K plan usually take?

Q.	How many years of experience do you have?

Q.	What are your fees for this service?

Q.	Why should I roll over my 401K plan to your firm?

Q.	Do you provide a free initial consultation?

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Q.	What are your qualifications? What is your education background?
David L. Stull, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional with over 23 years of personal experience in investing . Mr. Stull has a Master’s Degree from the University of Missouri at Kansas City. Stephen Stull received his Bachelors in Business Administration from Texas Christian University and a Masters of Science in Accounting at the University of Texas at Arlington.

Q.	What is your approach to financial planning?
Good financial planning begins with an understanding of your dreams, your goals, and your personal financial needs. A conversation with a Storehouse advisor will allow you to formulate a plan that is custom-tailored for you. Storehouse will develop a specific investment strategy to help you reach those goals and achieve those dreams.

Q.	What services do you offer?
Storehouse Financial specializes in financial planning and investment management.

Q.	How many clients do you currently manage?
As of January, 2010, we serve over 100 clients.

Q.	How are you compensated? How will I pay for your services?
Storehouse Financial charges a flat fee and/or a performance based fee based on the amount of assets under management. In selecting mutual funds for client portfolios, Storehouse chooses from over 1300 no load (fee), no transaction fee mutual funds.

Q.	If you are going to manage my account, will you obtain my permission every time you buy or sell something?
Many people are too busy or not interested in managing their own account. At Storehouse, we evaluate every client account every month and make changes for you to improve performance and preserve capital.

Q.	How much risk should I be willing to take?
Determining the right amount of risk for a portfolio depends on several factors including age, occupation, and investment experience. A Storehouse representative can help you determine the right investment portfolio for you.

Q.	Have you ever been charged with any breaches?
Storehouse Financial and the representatives of Storehouse Financial have never been charged with any breaches or misconduct.

Q.	What services do you provide? What are your specialties?
Storehouse Financial specializes in financial planning and investment management with monthly portfolio evaluation for all our clients.

Q.	What is your experience? How many clients do you currently manage?
David Stull is a CERTIFIED FINANCIAL PLANNER™ professional with over 23 years of personal experience in investing. Mr. Stull has a Master’s Degree from the University of Missouri at Kansas City. Stephen Stull received his Bachelors in Business Administration from Texas Christian University and a Masters degree in Accounting at the University of Texas at Arlington. We serve over 100 clients.

Q.	How do you charge for your services?
Storehouse Financial charges a flat fee and/or a performance based fee based on the amount of assets under management. In selecting mutual funds for client portfolios, Storehouse chooses from over 1300 no load (fee), no transaction fee mutual funds.

Q.	Do you provide a free initial consultation?
Yes. All initial consultations are free.

Q.	Why should I choose you as my financial advisor?
At Storehouse, we evaluate every client account every month and make changes as necessary to improve your performance and preserve your capital. You will receive close, personal service with no hidden fees.

Q.	What are your qualifications?
David L. Stull, CFP® is a CERTIFIED FINANCIAL PLANNER™ professional with over 23 years of personal experience in investing . Mr. Stull has a Master’s Degree from the University of Missouri at Kansas City. Stephen Stull received his Bachelors in Business Administration from Texas Christian University and a Masters of Science in Accounting at the University of Texas at Arlington.

Q.	What is your approach to 401 K plan rollovers?
Storehouse Financial will first develop an investment plan and allocation based on your goals, dreams and investment needs. We then rollover the 401k to ETRADE Financial where we can provide monthly evaluation and management.

Q.	How long does the process of rolling over a 401K plan usually take?
Depending on the current custodian, the rollover process usually takes about two weeks.

Q.	How many years of experience do you have?
Mr Stull has over 23 years of personal investing experience.

Q.	What are your fees for this service?
Storehouse charges no fees to rollover a 401k.

Q.	Why should I roll over my 401K plan to your firm?
At Storehouse, we evaluate every client account every month and make changes as necessary to improve your performance and preserve your capital. You will receive close, personal service with no hidden fees.

Q.	Do you provide a free initial consultation?
Yes. All initial consultations are free.