Scout Wealth Advisors LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
12
0% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
12
Very LowAverage account size
$0
About
Scout Wealth advises individuals, trusts, retirement plans and business clients and offers asset management, comprehensive portfolio management, financial planning and retirement plan consulting. As with many supported firms, it provides portfolio management on a discretionary basis and discloses that advisory fees are assessed as a percentage of assets when applicable.
The firm describes a tailored, fiduciary approach that relies on long-term positioning using fundamental and technical analysis and a preference for ETFs, equities and mutual funds; portfolios are continuously monitored and rebalanced and financial planning work can encompass investment, retirement, tax, real estate and cost-segregation analysis. It delivers both standalone planning/consulting engagements and discretionary ongoing management, and documents that implementation of plan recommendations is at the client’s discretion.
Scout Wealth’s brochure discloses several uncommon affiliations: it is under common ownership with entities that provide accounting services and with Scout Financial, which offers insurance and real estate services, and its representatives are licensed insurance and real estate agents — these non-advisory services are governed by separate engagement agreements and clients are not required to use them. The firm also reports having no regulatory assets under management as of December 31, 2025 and notes a recent transition from SEC registration to the State of California, details that distinguish its current operating profile from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Tax strategies for small businesses
Retirement plans for business owners (SEP, solo 401k)
Fee options
Financial Planning & Consulting flat fees up to $3,000; Retirement Plan Consulting flat fees from $750 to $10,000
$0 - $249,999.99: 2.0% $0 - $249,999.99: 2.0% $250,000 - $499,999.99: 1.5% $500,000 - $749,999.99: 1.25% $750,000 - $999,999.99: 1.0% $1,000,000 - Negotiable: Negotiable
Financial Planning & Consulting up to $350/hour; Retirement Plan Consulting billed hourly or flat fee
Account minimum: $250,000 Fee-only: Financial Planning & Consulting: up to $350/hour; flat fees up to $3,000; Retirement Plan Consulting: hourly, flat fee, or up to 1% of plan assets; Plan creation fees range from $750 to $10,000
Main office location
Scout Wealth Advisors LLC
16 N Marengo Ave, Suite 303
Pasadena CA 91101, United States
Number of offices
1
Most active in
Scout Wealth Advisors LLC has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Lawyer
They provide legal services, typically billed separately.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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