Matthew Stout
Stout Wealth Advisory Group · Mechanicsburg, Pennsylvania
Matthew Stout 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 NC, PA, VA · CRD 3048211 |
| Exams passed | Series 63 (1998) · Series 65 (1999) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.stoutwealthadvisorygroup.com/blog-index.html |
| Profile |
How Matthew'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 Matthew
Is Matthew Stout a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew 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 Matthew charge for financial advice?
Matthew's firm, Stout Wealth Advisory Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Matthew Stout based?
Matthew Stout is based in Mechanicsburg, Pennsylvania.
Is Matthew Stout registered with the SEC?
Yes. Matthew Stout is registered as an investment adviser representative in NC, PA and VA (CRD 3048211), 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 Matthew Stout?
Through Matthew'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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