S.c. Thomas & Associates, CPA, LLC fees and pricing

Financial planner in Medina, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 19, 2026, S.c. Thomas & Associates, CPA, LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“The fee is based on a percentage of assets under management and is negotiable.”
“The annual fee is then divided into four equal quarterly payments and billed in arrears 7 during the following calendar year.”
“Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”

Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
1 of the 3 other planners in Medina that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1% a year
Clients: 108
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $104,552,674
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 121666
Website: scthomascpa.com (opens in new tab)
Phone: (330) 725-3162

Can advise clients in 3 states: Florida, Ohio, Texas

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