wiseradvisor

Kade Hammes, CFP®
Storybook Financial

Tel: 319-220-3100
2002 Glen Oaks Ridge
Coralville, IA 52241

What adventure does your story hold?

Storybook Financial | Financial Advisor in Coralville ,IA

About Storybook Financial

Storybook Financial is a financial planning firm with tax and investment management services. While we work with everyone, we have learned that real heroes dont wear capes, they wear scrubs. We are passionate about providing all healthcare heroes a dedicated partner in their unique financial and personal challenges.

We are focused on building genuine relationships and helping our young families experience more fulfilling lives. Our goal is to remove the complexities of your financial life and build a foundation of easy to understand solutions. Well bring simplicity, understanding and clarity to your biggest financial concerns so that you can continue to make a positive impact on the world around you.

Inspired by our founders daughter, Mila, who is living with Cystic Fibrosis and truly loves storytime and adventures, weve come to realize that everyone has a unique story to tell and passions to guide them as they work towards reaching their goals. By gaining an understanding of your story and where you come from, we aim to help you live out your dreams and the aspirations you have for yourself and your family. In addition to helping healthcare heros, we are a social enterprise focused on giving back to the cystic fibrosis community.


General Information

Firm Start Year:   2019
No.of Employees:   1
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   IA
Number of Years with Current Firm:   1
Work Experience:   Kade spent four years as a wealth advisor with a large US accounting firm. He primarily worked with high net worth retirees and business owners by creating complex financial plans and investment strategies. The large downfall is that he was largely working with people that had already successful. Most firms focus on how much money you have because they can charge you more. Kade did not like this. Coming from a background of entrepreneurship, he used the terrible news of his daughter having CF to create Storybook Financial. His company has been designed to focus on financial planning for the young families. Helping healthcare professionals give their lives meaning and working tirelessly to have their finances focused around that meaning.


Services

Investment Types:   Bonds, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Mutual Funds, Stocks
I can meet clients in the following ways:   At your office, Via Phone, At your home, Video Conference, Via Email


Firm Information

Firm's Number of Clients:   11
Firm's Number of Planning Clients:   6
Firm's Number of Managed Clients:   5
Assets Managed by Firm:   $300,000
Advisor's Number of Clients:   11
Advisor's Number of Managed Clients:   5
Advisor's Number of Planning Clients:   6
Assets Managed by Advisor:   $300,000


Compliance

Registered Investment Advisor:   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 and Fees

Fee Structure:   Fee Only
Minimum Portfolio Size for New Managed Accounts:   0
Compensation Methods:   Based on Assets, Hourly, Flat Fee
Fee % Based on Assets:   1.25%
Hourly Rate:   $200
Additional Details on Charges:   Financial Life Planning service is a monthly fee of $300 for you first six months and then $150 a month ongoing. This service includes a discount on investment management fee and tax prep fees. This is priced for couples, individuals received a discount. Fee % Based on Assets starts at 1.00% for financial life planning clients. Asset based fee is a tiered fee and starts being reduced after $250,000 under management.
Minimum Fee Charged for Managed Accounts:   $0
Minimum Fee Charged for Hourly Planning Accounts:   $0


Education

Bachelor of Science - Finance  Iowa State University - Ames, IA
01/01/2005-08/1/2007

Bachelor of Science - Accounting  Iowa State University - Ames, IA
01/01/2011-12/31/2012

Graduate Certificate - Financial Planning  College of Financial Planning
1/1/2015-8/1/2018



Faqs

  • Do you have a customer satisfaction or refund policy? Financial Planning services allow for a 30 day risk free trial.
  • Why should I choose you as my financial advisor? Bachelors degrees in Accounting and Finance. Graduate certificate in Financial Planning. Series 65 licensure. CFP® designation.
  • What are your qualifications? What is your education background? We strongly believe everyone could benefit from a financial plan. We also believe money is just a tool for you to live the life you want to live. We use our special E.V.O.K.E. process to dive deep into what you want in life to ensure your money is helping you live the life you wish to.
  • How do you charge for your services? Foundational Financial Planning Financial Life Planning Investment Management Tax Planning Tax Preparation
  • How are you compensated? How will I pay for your services? My first year in business was 2020 and we all know how that has gone. Eleven clients to date.
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Kade Hammes

Kade Hammes

CFP®

Kade Hammes is a financial life planner that is driven to help young healthcare professionals understand where they are financially. He is passionate about helping young families discover their real priorites and start living the life they want to live with full confidence in their financial ability to do so. Kade's daughter Mila was diagnosed with cystic fibrosis at birth. CF warriors in general have shown him just how precious life is. When he is not assisting our families with their finances, he is often looking for ways to give back to the CF community.

My Team

Kade Hammes is a financial life planner that is driven to help young healthcare professionals understand where they are financially. He is passionate about helping young families discover their real priorites and start living the life they want to live with full confidence in their financial ability to do so. Kade's daughter Mila was diagnosed with cystic fibrosis at birth. CF warriors in general have shown him just how precious life is. When he is not assisting our families with their finances, ...more

Office Hours

wiseradvisor-balck-li-img Sun. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Sat. 9:00 AM - 6:00 PM

Communities Served

Storybook Financial is set up to be 100% virtual. Our home base is Coralville Iowa and we are licensed in the state of Iowa. However
we are able to take clients in most other states without being registered and would get registered in other states if needed to assume more clients.

Social Networks

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