Scout Wealth Advisors LLC

Overview

Scout Wealth Advisors LLC is a newly formed limited liability company that registered with the SEC in 2025. The firm describes its primary services as financial planning, portfolio management for individuals and small businesses, and pension consulting. Ownership is listed as both a domestic entity and an individual. Scout Wealth uses a mix of fee structures — percentage of assets under management, hourly charges, and fixed fees — to serve clients. The firm is not identified as a capital allocator and is not flagged as an active ESG investor. It is not set up as a multi-state adviser. Industry relationships noted in regulatory filings include connections to accounting firms, insurance companies, and real estate brokerages, which may support referrals or service delivery.

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Location & Offices