Stout Wealth Advisory Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$32,280,000
Clients
126
Advisors
3
of 3 employees
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
Expertise
Demographic focus
Fee options
$800 to $5,000 for Financial Planning or Financial Consulting services
Under $200,000 - $200,000: 1.85% $200,000 - $1,000,000: 1.50% Over $1,000,000+: Negotiable
Main office
555 Gettysburg Pike, Suite C 100
Mechanicsburg PA 17055
Advisors at this office
3
Most active in
Colorado · Florida · Maryland · North Carolina · Pennsylvania · Texas · Virginia
Also doing business as
Brokerage Insurance Representative · Registered Investment Advisor To Lpl Financial · Stout Bowman · Stout Bowman & Associates, LLC · Stout Joyce & Associates, Ltd · Stout Joyce & Associates, Ltd. · Stout Joyce And Associates · Stout Joyce Bowman & Associates · Stout Wealth Advisory Group, LLC · Stout, Matthew Allen
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
David R
Series 65
Mechanicsburg, PA
Stout Wealth Advisory Group, LLC
David Rudy is a financial advisor with Stout Wealth Advisory Group, LLC in Mechanicsburg, PA. He holds a Series 65 designation and has been with the firm since 2025. Outside of his advisory role, he has an extended background involving nonprofit and entrepreneurial ventures, including Passion Athletics and Rudy Athletics Management. Stout Wealth Advisory Group primarily serves individual and high-net-worth clients, providing discretionary and non-discretionary asset management along with financial planning. The firm customizes portfolios based on clients’ goals and risk tolerance and integrates tax, estate, and insurance considerations into its written plans.
Matthew S
Series 63, Series 65
Mechanicsburg, PA
Stout Wealth Advisory Group, LLC
Matthew Stout is a financial advisor at Stout Wealth Advisory Group, LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at the firm since 2009, with prior experience at Waddell & Reed. Outside of advising, he is involved with Padron Property Group as a consultant and co-owner, and previously operated A Cut Above Cigars, LLC. Stout Wealth Advisory Group primarily serves individual and high-net-worth clients, as well as corporations, partnerships, and non-profit organizations. The firm offers customized portfolio management and financial planning services, focusing on continuous account supervision and integrating tax, estate, and insurance considerations into their written plans.
Paul V
Series 66
Mechanicsburg, PA
Stout Wealth Advisory Group, LLC
Paul Vollmar is a financial advisor with Stout Wealth Advisory Group, LLC, holding a Series 66 designation and 21 years of industry experience. He has worked at Stout Wealth Advisory Group since 2012 and previously had a 39-year career at PVC Software. Stout Wealth Advisory Group, LLC is a small registered investment adviser that primarily serves individual and high-net-worth clients, as well as corporations, partnerships, and non-profit organizations. The firm provides discretionary and non-discretionary asset management alongside written financial planning and consulting, with a focus on tailored portfolios and regular account reviews.
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