# Taylor Thomas

> Taylor Thomas is a fee-only financial advisor at South Shore Capital Advisors in Boston, Massachusetts. Taylor focuses on retirement planning and small business owners. South Shore Capital Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/taylor-thomas/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** South Shore Capital Advisors
- **Based in:** Boston, Massachusetts
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $272.8M across 250 accounts
- **Specialties:** Retirement planning, Small business owners
- **CRD:** 2526806 (https://adviserinfo.sec.gov/individual/summary/2526806)
- **SEC registration:** Investment adviser representative in MA, TX
- **Exams passed:** Series 63 (1994), Series 65 (1995)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.sscainvest.com

## Frequently asked questions

### Is Taylor Thomas a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Taylor holds no broker registration, and South Shore Capital Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Taylor charge for financial advice?

Taylor's firm, South Shore Capital Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Taylor Thomas based?

Taylor Thomas is based in Boston, Massachusetts.

### What does Taylor specialize in?

Taylor's specialties include retirement planning and small business owners.

### Is Taylor Thomas registered with the SEC?

Yes. Taylor Thomas is registered as an investment adviser representative in MA and TX (CRD 2526806), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does South Shore Capital Advisors manage?

South Shore Capital Advisors reports $272.8M across 250 accounts in assets under management.

### How do I contact Taylor Thomas?

Through Taylor's website, www.sscainvest.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2526806): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.sscainvest.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.