A complete list of active advisors currently associated with Scout Wealth Advisors LLC

Warmer can help you find a great advisor at Scout Wealth Advisors LLC or one who fits your needs even better.

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.

To learn more about the advisors currently working at Scout Wealth Advisors LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.