Stout Wealth Advisory Group

Stout Wealth Advisory Group

Stout Wealth Advisory Group is an independent registered investment advisory firm located in Irvine, California. The firm provides wealth management and financial planning services to individuals, families, and small business owners across Orange County and the broader Southern California region. Its founding principles center on fiduciary responsibility, with a focus on tailoring retirement income strategies to each client's cash flow and longevity needs. The firm constructs diversified portfolios that draw on individual equities, bonds, exchange-traded funds, and mutual funds. Asset allocation is typically driven by a client's personal balance sheet, tax bracket, and withdrawal timeline rather than a centralized investment committee mandate. The practice incorporates tax-loss harvesting and distribution sequencing to preserve after-tax returns. Coverage spans traditional retirement accounts, taxable brokerage accounts, and small-business retirement plan design, including SEP IRAs and Solo 401(k)s. No direct private-market deal flow or proprietary fund structures have been reported. Stout Wealth Advisory Group maintains its principal office at 17782 Cowan, Suite 108, in Irvine, California. The advisory team is led by seasoned financial professionals with backgrounds in estate planning and retirement distribution strategy. In addition to individual clients, the firm advises small and mid-sized companies on employer-sponsored retirement plan menus, delivering fiduciary oversight and participant education services. What sets the firm apart structurally is its model as a fee-only, closely held RIA unaffiliated with any broker-dealer. This separation of product sales from advice eliminates commission conflicts. The firm's succession architecture and broad ownership are not publicly documented, though its independence suggests a professional-services partnership framework designed to maintain continuity for multi-generational client relationships.