RBC Capital Markets
47yrs
Top advisor by experience in Stuart
16yrs
Codie Thomas
Full name on record: Codie Jamison Thomas
Financial advisor at Abaco Retirement Advisors
Based in Stuart, Florida, Codie Thomas is a fiduciary financial advisor with 16 years of industry experience. Codie joined Abaco Retirement Advisors in 2026, after three years at Advus Financial Partners and a year at Vista Management. Abaco Retirement Advisors offers investment management and retirement plan consulting and is paid through a percentage of assets and flat fees.
One of 263 advisors with offices in Stuart, and one of 227 fiduciaries.
At a glance
Experience16 years (since 2010)
How that compares ?More experience than 52% of advisors in Florida
OfficeStuart, FL
How the firm is paid ?Percent of assets, Flat fee
States licensed ?1 state
Services through Abaco Retirement Advisors
Investment management for individuals and small businessesRetirement plan consulting
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- May 2026 – nowAbaco Retirement Advisors LLCCurrent firm
- 2022 – 2025Advus Financial Partners, LLCPreviously
- Jun 2021 – May 2022Vista Management CompanyPreviously
Contact Codie
(772) 529-9823Abaco Retirement Advisors main office Stuart, FLOffice · Get directions Firm websiteabacoretire.comIs this you? Claim your free profile to add a direct line, email, photo, and specialties.
Questions to ask Codie
Tailored to Codie’s registration and firm.
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Codie
How do I contact Codie?
Call Abaco Retirement Advisors at (772) 529-9823 and ask for Codie Thomas. Codie works from the Stuart, FL office.
How long has Codie been a financial advisor?
Codie has been in the industry since 2010, about 16 years. More experience than 52% of advisors in Florida.
What licenses does Codie hold?
Series 63, Series 65. Tap any license on this page to see what it allows.
Is Codie a fiduciary?
Codie is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Codie paid?
Abaco Retirement Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Codie for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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