Stout Capital Management

Stout Capital Management at a glance

• One of 1,191 fee-only firms based in California in the Wellspent graph.
• 2 advisors are listed here; 1 of 2 hold the CFP.
• Its Form ADV reports 2 employees and 37 individual clients, 23 of them high net worth.
• Its average account is about $691,000 (assets it manages divided by its 111 accounts).

Fee-only advisors in California · What fee-only advisors charge in California

Facts

Stout Capital Management fees

Stout Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (2)

• Gary Stout

• Thomas Stout

  CFP

Other fee-only firms in Encinitas

• Cooper Capital Group
• Kelly Financial Group
• KOA Wealth Management
• Peterkin Financial
• Salient Wealth Planning

Fee-only advisors in California