Scott Thomas is a ChFC-designated registered investment advisor at Stewardship Matters, based in Maitland, FL, with 24 years of industry experience. Scott operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Stewardship Matters does not manage investments directly. Instead, the firm connects you with third-party professional portfolio managers and helps oversee their work.
- How you pay: The third-party money managers charge an investment advisory fee and share a portion of that fee with Stewardship Matters.
- Cost: The third-party managers will not charge you a higher fee than they would have charged without Stewardship Matters introducing you.
Location
511 N. Maitland Avenue, Maitland, FL, 32751
Get directionsHistory
Regulatory History (2)
Customer Dispute
February 2026Customer Dispute
July 2009Other Business Activities
Scott provides planning, identity theft, and legal planning referrals. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Stewardship Matters
Previous Registrations
Stewardship Matters
Stewardship Matters
Qa3 Financial LLC
Gunnallen Financial, INC
G. A. Repple & Company
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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