Noah Schwab
Noah Schwab is a CFP-designated registered investment advisor at Stewardship Concepts Financial Services LLC, based in Spokane, WA, with 6 years of industry experience. Noah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 247 clients with $170M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $4.0M | 0.80% |
| $4.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable. A 25% discount off the base fee is offered for family members and friends, and for non-profit organizations. A minimum investment management fee of $750 per quarter applies.
Fee Estimator
Contact
Noah Schwab
Location
7307 N Division St Ste 205, Spokane, WA, 99208
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Noah is a member of the Spokane Chapter of the Financial Planning Association since 2022. He spends minimal time on this activity, which is not investment-related.
Employment History
Current Registrations
Stewardship Concepts Financial Services LLC
Previous Registrations
Stewardship Concepts Financial Services, LLC
State Registrations1 state
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
Additional Information
Growing up in Spokane, Noah Schwab learned early that money isn’t just about numbers, it’s deeply personal. Raised with values of service and integrity, he brings a calm, trustworthy approach to retirement planning for people who want more than just investment advice.