Kade Hammes is a CFP-designated registered investment advisor at Storybook Financial, based in Coralville, IA, with 9 years of industry experience. Kade operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 6 more. Their firm serves 19 clients with $440K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.50% |
| $3M+ | 0.25% |
Fees are negotiable. Accredited investors may pay lower fees: 1.00% on the first $1,000,000, 0.75% on the next $1,000,000, 0.50% on the next $1,000,000, and 0.25% above $3,000,000. For financial planning clients there is no extra charge for investment management.
Fee Estimator
Contact
Kade Hammes
Location
Coralville, IA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kade is the owner of Storybook Financial LLC, a registered investment advisor, since September 2019. He dedicates nearly full-time hours to this activity.
Employment History
Current Registrations
Storybook Financial
Previous Registrations
Origin Financial
Cliftonlarsonallen Wealth Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Kade is a financial life planner that is driven to help young medical 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.