SCOUT WEALTH ADVISORS LLC

Overview

Scout Wealth Advisors LLC is a newly formed SEC-registered investment adviser that positions itself as a small, fee-based planning and portfolio management firm. The adviser is organized as a limited liability company and is owned by an individual domestic entity. Its core service set centers on financial planning and discretionary portfolio management for individuals and small businesses, with pension consulting services listed among its capabilities. Scout Wealth Advisors LLC uses a mix of fee models — percentage of assets under management, hourly billing, and fixed fees — which signals flexibility in pricing for both ongoing advisory relationships and one-off planning engagements. Investment activity to date is limited; the firm is not flagged as an active ESG investor and is registered to operate in a single state. Scout Wealth Advisors LLC maintains industry working relationships with accountants, insurance companies, and real estate brokers, which suggests a client-service model that blends financial planning with coordination of tax, insurance and property-related expertise.

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Investments & Alternatives

Location & Offices