Stout Wealth Advisory Group, LLC logo

Stout Wealth Advisory Group, LLC

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Client assets under management

$32,280,000

Clients

126

4% high-net-worth

Advisors

3

of 3 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

42

Typical

Average account size

$256,190

About

Stout Wealth Advisory Group, LLC is a small registered investment adviser that primarily serves individual and high‑net‑worth clients, and also provides planning services to corporations, partnerships and non‑profit organizations. The firm offers both discretionary and non‑discretionary asset management as well as written financial planning and consulting, managing approximately $38 million across about 126 client relationships and recommending holdings such as individual stocks, bonds, ETFs, mutual funds and options.

The firm tailors portfolios to each client’s stated goals, time horizon and risk tolerance, emphasizes continuous account supervision with at least annual reviews, and allows clients to impose reasonable investment restrictions. For financial planning it uses tools such as Advicent Profiles and NaviPlan, applies conservative assumptions (capping project returns at 10%), and integrates tax, estate and insurance considerations into written plans and recommendations.

Noteworthy distinctions include a disclosed regulatory enforcement action: the firm entered into a Consent Agreement and Order with the state regulator in February 2025 related to supervisory shortcomings involving inverse ETFs and paid a $70,000 fine. The firm also maintains insurance‑related activities — including a relationship with an independent insurance brokerage and a licensed insurance agent on staff — and continues to service a legacy wrap‑fee program limited to existing clients, all of which may create additional referral, compensation, or product considerations for prospective clients.

Client services

Financial planning Portfolio management

Expertise

Wealth management Long-term care insurance Retirement income strategy Cash flow / budgeting

Demographic focus

Young Families

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Fee options

Fixed

$800 to $5,000 for Financial Planning or Financial Consulting services

Percentage

Under $200,000 - $200,000: 1.85% $200,000 - $1,000,000: 1.50% Over $1,000,000+: Negotiable

Main office location

Stout Wealth Advisory Group, LLC

555 Gettysburg Pike, Suite C 100

Mechanicsburg PA 17055, United States

Number of offices

1

Most active in

Colorado · Florida · Maryland · North Carolina · Pennsylvania · Texas · Virginia

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

David R

Series 65

Mechanicsburg, PA

Stout Wealth Advisory Group, LLC

David Rudy is a Series 65 licensed advisor at Stout Bowman with one year of industry experience. He has been involved in various entrepreneurial and nonprofit activities, including managing Rudy Athletics Management since 2019 and participating in Firehawk, a nonprofit organization, since 2023. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across 340 relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, utilizing a combination of fundamental and technical analysis to create tailored portfolios.

Wealth management Long-term care insurance Retirement income strategy Cash flow / budgeting Young Families
user avatar

Matthew S

Series 63, Series 65

Mechanicsburg, PA

Stout Wealth Advisory Group, LLC

Matthew Stout is a financial advisor at Stout Bowman with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stout Bowman & Associates, LLC since 2012. Outside of advisory work, Stout is involved with Padron Property Group as a consultant and co-owner. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across about 340 relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, using a combination of fundamental and technical analysis to construct tailored portfolios.

Wealth management Long-term care insurance Retirement income strategy Cash flow / budgeting Young Families
user avatar

Paul V

Series 66

Mechanicsburg, PA

Stout Wealth Advisory Group, LLC

Paul Vollmar is a financial advisor at Stout Bowman with 21 years of industry experience. He holds a Series 66 designation and has been with Stout Bowman & Associates, LLC since 2012. Prior to that, he was involved with PVC Software for nearly four decades. Stout Bowman serves individual and high-net-worth clients through a team of five advisors managing approximately $103 million across about 340 client relationships. The firm offers discretionary and non-discretionary asset management, standalone financial planning, and consulting, employing a combined fundamental and technical analysis approach to build tailored portfolios.

Wealth management Long-term care insurance Retirement income strategy Cash flow / budgeting Young Families
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