Scout Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Scout Wealth advises individuals, trusts, retirement plans and business clients and offers asset management, comprehensive portfolio management, financial planning and retirement plan consulting. As with many supported firms, it provides portfolio management on a discretionary basis and discloses that advisory fees are assessed as a percentage of assets when applicable.
The firm describes a tailored, fiduciary approach that relies on long-term positioning using fundamental and technical analysis and a preference for ETFs, equities and mutual funds; portfolios are continuously monitored and rebalanced and financial planning work can encompass investment, retirement, tax, real estate and cost-segregation analysis. It delivers both standalone planning/consulting engagements and discretionary ongoing management, and documents that implementation of plan recommendations is at the client’s discretion.
Scout Wealth’s brochure discloses several uncommon affiliations: it is under common ownership with entities that provide accounting services and with Scout Financial, which offers insurance and real estate services, and its representatives are licensed insurance and real estate agents — these non-advisory services are governed by separate engagement agreements and clients are not required to use them. The firm also reports having no regulatory assets under management as of December 31, 2025 and notes a recent transition from SEC registration to the State of California, details that distinguish its current operating profile from many peers.
Client services
Expertise
Fee options
Financial Planning & Consulting flat fees up to $3,000; Retirement Plan Consulting flat fees from $750 to $10,000
$0 - $249,999.99: 2.0% $0 - $249,999.99: 2.0% $250,000 - $499,999.99: 1.5% $500,000 - $749,999.99: 1.25% $750,000 - $999,999.99: 1.0% $1,000,000 - Negotiable: Negotiable
Financial Planning & Consulting up to $350/hour; Retirement Plan Consulting billed hourly or flat fee
Account minimum: $250,000 Fee-only: Financial Planning & Consulting: up to $350/hour; flat fees up to $3,000; Retirement Plan Consulting: hourly, flat fee, or up to 1% of plan assets; Plan creation fees range from $750 to $10,000
Main office
16 N Marengo Ave, Suite 303
Pasadena CA 91101
Advisors at this office
5
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Maya P
Series 65
Pasadena, CA
Scout Wealth Advisors LLC
Maya Pocker is a financial advisor at Scout Wealth Advisors LLC in Pasadena, CA, holding a Series 65 designation with three years of industry experience. Prior to joining Scout Financial, Inc., she worked at Tzohar LaTohar and the Ministry of Education in Israel. Scout Wealth Advisors provides asset management, comprehensive portfolio management, financial planning, and retirement plan consulting to individuals, trusts, retirement plans, and business clients. The firm uses a fiduciary approach focused on long-term positioning with fundamental and technical analysis, utilizing ETFs, equities, and mutual funds, and offers both discretionary management and standalone consulting services.
Donna G
Pasadena, CA
Scout Wealth Advisors LLC
Donna Gaddis is an advisor with Scout Wealth Advisors LLC in Pasadena, CA. She has no industry experience as a financial advisor but has held roles at Garrison Family Medical Group Inc since 2023, at Children's Center of the Antelope Valley from 2011 to 2023, and has been involved with QCS Consulting since 1990. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients, offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm follows a tailored, fiduciary approach focused on long-term positioning using fundamental and technical analysis, with a preference for ETFs, equities, and mutual funds.
Gil P
Series 65
Pasadena, CA
Scout Wealth Advisors LLC
Gil Pocker is a financial advisor at Scout Wealth Advisors LLC with a Series 65 designation. He has experience working at Scout Financial and GE Matrix. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by providing asset management, financial planning, and retirement plan consulting. The firm employs a tailored, fiduciary approach with long-term positioning and continuous portfolio monitoring, using ETFs, equities, and mutual funds.
Kevin M
Pasadena, CA
Scout Wealth Advisors LLC
Kevin Martinez is a financial advisor at Scout Wealth Advisors LLC with experience in the banking and financial services industry since 2009. Prior to joining Scout Wealth Advisors, he held positions at Bank of America, City National Bank, and First Citizens Bank. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients by offering asset management, comprehensive portfolio management, financial planning, and retirement plan consulting. The firm employs a tailored fiduciary approach focusing on long-term positioning using fundamental and technical analysis, with a preference for ETFs, equities, and mutual funds.
Karinaitzel L
Pasadena, CA
Scout Wealth Advisors LLC
Karinaitzel Lopez is an advisor at Scout Wealth Advisors LLC with one year of industry experience. Her prior work includes roles at Scout Financial, We First, Inc, and MJ Resource Management. Scout Wealth Advisors serves individuals, trusts, retirement plans, and business clients, offering asset management, financial planning, and retirement plan consulting. The firm employs a tailored, fiduciary approach focused on long-term positioning using fundamental and technical analysis, with an emphasis on ETFs, equities, and mutual funds.
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