Stewardship Concepts Financial Services LLC fees and pricing
Financial planner in Spokane, Washington. Registered with the SEC.
According to its Form ADV Part 2A brochure dated January 20, 2026, Stewardship Concepts Financial Services LLC charges $300 an hour and a flat or project fee of $3,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 20, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“For our clients who have already completed a comprehensive financial plan under our fixed fee engagement, and later request additional planning services or updates outside the original 12-month engagement, the firm offers planning services on an hourly basis at a rate of $300.00 per hour.”
- Flat or project fee
- $3,000
“For clients that request and require comprehensive financial planning services, a flat fee of $3,000 is charged, reflecting approximately ten hours of our time.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Stewardship Concepts Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Financial planning fees are paid after the consultation and upon completion of work.”
- “We use a tiered fee schedule, which means that different portions of client’s assets are billed at different rates as asset levels increase rather than applying a single rate to the entire account balance.”
- “Your fees are negotiable and will be determined by your Investment Advisor Representative subject to our stated fee schedule and quarterly minimum fee.”
How Stewardship Concepts Financial Services LLC’s fees compare
- Its hourly rate of $300 matches the Washington median of $300. 50% of the 216 other Washington planners that publish an hourly rate charge less.
- 5 of the 13 other planners in Spokane that publish an hourly rate charge less.
- Its flat or project fee of $3,000 is below the Washington median of $3,250. 45% of the 103 other Washington planners that publish a flat or project fee charge less.
- 7 of the 9 other planners in Spokane that publish a flat or project fee charge less.
About Stewardship Concepts Financial Services LLC
“Stewardship Concepts provides personal financial planning and investment management services to individuals, families and their related entities, trusts and estates, family businesses, corporations, and other business entities, and charitable organizations.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and EA.
- Registered as an adviser: 2025.
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 229
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $174,620,530
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 330611
- Phone
- (509) 443-0845
Can advise clients in 5 states: California, Idaho, Montana, Texas, Washington
Other planners in Spokane that publish fees
- Apex Advisory Group, Inc.Spokane$500/hr
- Bormann Wealth Management, LLCSpokane$400/hr
- Chair Six Financial Planning, PLLCSpokane$200-$5,000, $1,000-$10,000/yr
- Craig Family OfficeSpokane$500
- Fellowship Financial PlanningSpokane$500/hr, $1,500
- Financial Forum, Inc.Spokane$150/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.