David Rudy
Stout Wealth Advisory Group · Mechanicsburg, Pennsylvania
David Rudy is a fee-only financial advisor at Stout Wealth Advisory Group in Mechanicsburg, Pennsylvania. Stout Wealth Advisory Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Stout Wealth Advisory Group |
|---|---|
| Based in | Mechanicsburg, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $38.1M across 272 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8195504 |
| Exams passed | Series 65 (2025) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stoutwealthadvisorygroup.com/blog-index.html |
| Profile |
How David's firm compares
- Stout Wealth Advisory Group's average account is about $140,000, from its Form ADV (assets managed divided by 272 accounts).
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Questions about David
Is David Rudy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and Stout Wealth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does David charge for financial advice?
David's firm, Stout Wealth Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is David Rudy based?
David Rudy is based in Mechanicsburg, Pennsylvania.
Is David Rudy registered with the SEC?
Yes. David Rudy is registered as an investment adviser representative in PA (CRD 8195504), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Stout Wealth Advisory Group manage?
Stout Wealth Advisory Group reports $38.1M across 272 accounts in assets under management.
How do I contact David Rudy?
Through David's website, www.stoutwealthadvisorygroup.com/blog-index.html.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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