ST
ChFC
ST
ChFC

Scott Thomas

24 Years of Experience
Maitland, FL
2 Disclosures

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 3 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)

Stewardship Matters does not directly manage client assets. Instead, they refer clients to third-party money managers. These managers pay Stewardship Matters a portion of the investment advisory fee that they charge you for managing your account. The exact fees paid to Stewardship Matters will be disclosed in a separate document.

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Location

511 N. Maitland Avenue, Maitland, FL, 32751

Get directions

History

Regulatory History (2)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2026
Closed-No Action
Customer Dispute
July 2009
Closed-No Action
Other 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
February 2026 - Present · 3 mos
Previous Registrations
Stewardship Matters
April 2011 - December 2025 · 14 yrs 8 mos
Stewardship Matters
April 2011 - December 2011 · 8 mos
Qa3 Financial LLC
November 2006 - February 2011 · 4 yrs 3 mos
Gunnallen Financial, INC
December 2004 - November 2006 · 1 yr 11 mos
G. A. Repple & Company
July 2001 - December 2004 · 3 yrs 5 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.