Sandra Thomas
S.C. Thomas & Associates, CPA · Medina, Ohio
Sandra Thomas is a fee-only financial advisor at S.C. Thomas & Associates, CPA in Medina, Ohio, who holds the PFS credential. Sandra focuses on retirement planning, tax planning and estate & legacy planning. S.C. Thomas & Associates, CPA reports charging a percentage of assets and hourly fees on its Form ADV.
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Specialties
Facts
| Firm | S.C. Thomas & Associates, CPA |
|---|---|
| Based in | Medina, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $104.6M across 265 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in OH · CRD 4557650 |
| Exams passed | Series 65 (2002) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.scthomascpa.com |
How Sandra's firm compares
- S.C. Thomas & Associates, CPA's average account is about $395,000, from its Form ADV (assets managed divided by 265 accounts).
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Questions about Sandra
Is Sandra Thomas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sandra holds no broker registration, and S.C. Thomas & Associates, CPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sandra charge for financial advice?
Sandra's firm, S.C. Thomas & Associates, CPA, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sandra Thomas based?
Sandra Thomas is based in Medina, Ohio.
What does Sandra specialize in?
Sandra's specialties include retirement planning, tax planning and estate & legacy planning.
What credentials does Sandra Thomas hold?
Sandra Thomas holds the PFS credential.
Is Sandra Thomas registered with the SEC?
Yes. Sandra Thomas is registered as an investment adviser representative in OH (CRD 4557650), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does S.C. Thomas & Associates, CPA manage?
S.C. Thomas & Associates, CPA reports $104.6M across 265 accounts in assets under management.
How do I contact Sandra Thomas?
Through Sandra's website, www.scthomascpa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- S.C. Thomas & Associates, CPA website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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