A complete list of active advisors currently associated with Stout Wealth Advisory Group, LLC
Warmer can help you find a great advisor at Stout Wealth Advisory Group, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Stout Wealth Advisory Group, 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.
Name |
Location |
Years of experience |
|---|---|---|
Mechanicsburg, PA
| 0
| |
Mechanicsburg, PA
| 17
| |
Mechanicsburg, PA
| 21
|
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