Stout Capital Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$400/hr

“Financial planning and/or consulting services are provided at an hourly rate starting from $400 /hr.”

Annual fee

$2,000/yr

“The minimum annual fee is $2,000 for small accounts.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Stout Capital Management LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “It is our practice for the above fees to be deducted from clients’ accounts quarterly, in arrears, based on the fair market value of the account as of the last day of the quarter.”
• “Alternatively, clients may elect to be billed quarterly.”
• “Billing would be based on an hourly fee and agreed with the client in advance.”

How Stout Capital Management LLC’s fees compare

• Its hourly rate of $400 is above the California median of $300. 74% of the 932 other California planners that publish an hourly rate charge less.
• 3 of the 5 other planners in Encinitas that publish an hourly rate charge less.
• Its annual fee of $2,000 is below the California median of $6,250. 14% of the 224 other California planners that publish an annual fee charge less.
• None of the 2 other planners in Encinitas that publish an annual fee charge less.

About Stout Capital Management LLC

• Firm size: 2 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Minimum

$2,000 minimum fee (stated in brochure)

Clients

37

Employees

2

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$76,700,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

342154

Website

stoutcapital.com (opens in new tab)

Phone

(760) 230-8746

Other planners in Encinitas that publish fees

• Cooper Capital GroupEncinitas$865/hr, $50,000
• De Vries Asset Management, LLCEncinitas$500/hr
• Global Vantage Wealth ManagementEncinitas$250/hr, $3,000⁠-⁠$80,000/yr
• Kelly Financial Group LLCEncinitas$300/hr
• Lifetime Financial Advisors IncEncinitas$250/hr, $2,500⁠-⁠$25,000

Compare all 10 planners in Encinitas