AS
CFA · CFP
AS
CFA · CFP

Andrew Roy Stout

19 Years of Experience
Areas of Practice
Retirement PlanningInvestment ManagementFinancial Planning & CoachingTax PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
310 advisors
Number of Clients
26,325 clients
Average Client Portfolio
$953K average
Assets Under Management
$25.1B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$2,500
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Location

340 Palladio Pkwy., Suite 501, Folsom, CA, 95630

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Andrew is an adjunct professor at UC Clermont, spending minimal time on this activity.

Employment History
Current Registrations
Allworth Financial, L.P.
August 2018 - Present · 7 yrs 6 mos
Previous Registrations
Simply Money Advisors
March 2013 - February 2019 · 5 yrs 11 mos
Mcf Advisors, LLC
October 2006 - February 2013 · 6 yrs 4 mos
State Registrations1 state
OH
Advisor
Exams
No exam information available for this advisor.
Andrew Roy Stout - Financial Advisor | TrueAdvisor