PlannerFees

Stout Wealth Advisory Group, LLC fees and pricing

Financial planner in Mechanicsburg, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 17, 2026, Stout Wealth Advisory Group, LLC charges a flat or project fee of $800⁠-⁠$5,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 17, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$800⁠-⁠$5,000
“Financial Planning and Consulting Stout Wealth Advisory charges a flat fee from $800 to $5,000 for Financial Planning or Financial Consulting services.”

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

How Stout Wealth Advisory Group, LLC bills

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

  • “Stout Wealth Advisory’s fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
  • “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period or waived in full at Stout Wealth Advisory’s discretion.”
  • “Fees are typically required in the form of a check made payable to Stout Wealth Advisory.”

How Stout Wealth Advisory Group, LLC’s fees compare

  • Its flat or project fee of $800-$5,000 spans the Pennsylvania median of $3,650. 42% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • 2 of the 3 other planners in Mechanicsburg that publish a flat or project fee charge less.

About Stout Wealth Advisory Group, LLC

“Our relationship with these professionals is to maintain a team approach to Financial Planning, to provide comprehensive planning services and to assist clients with services in this regard.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 3 employees.
  • Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.85% a year
Clients
126
Employees
3
Works with
Individuals, high net worth individuals, charities, and other investment advisers
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
Assets managed
$38,070,000
Registered with
State securities regulators
Disciplinary disclosures
Yes. Read them on the SEC site (opens in new tab)
SEC CRD number
130631
Website
stoutwealthadvisorygroup.com/blog-index.html (opens in new tab)
Phone
(717) 761-2040

Can advise clients in 6 states: Colorado, Florida, Maryland, North Carolina, Pennsylvania, Virginia

Other planners in Mechanicsburg that publish fees

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Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.