Noah Lewis
Scholar Financial Advising · Winston-Salem, North Carolina
Noah Lewis is a fee-only financial advisor at Scholar Financial Advising in Winston-Salem, North Carolina. Noah charges a flat fee or retainer and focuses on flat-fee planning, equity compensation and founders (pre-exit).
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Specialties
Who they serve
- Founders
- Executives
- Multi-generational families
Facts
| Firm | Scholar Financial Advising |
|---|---|
| Based in | Winston-Salem, North Carolina |
| Fee model | Flat fee or retainer |
| Works virtually | Yes |
| Accepting new clients | Yes |
| SEC registration | Investment adviser representative in NC, TX · CRD 7854555 |
| Exams passed | Series 65 (2025) |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | scholarfinancialadvising.com |
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Questions about Noah
Is Noah Lewis a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Noah holds no broker registration, and Scholar Financial Advising reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Noah charge for financial advice?
Noah charges a flat fee or retainer.
Does Noah work with clients virtually?
Yes. Scholar Financial Advising says on its website that it works with clients remotely.
Where is Noah Lewis based?
Noah Lewis is based in Winston-Salem, North Carolina.
What does Noah specialize in?
Noah's specialties include flat-fee planning, equity compensation, founders (pre-exit), tax planning, estate & legacy planning and retirement planning. Noah works with founders, executives and multi-generational families.
Is Noah Lewis registered with the SEC?
Yes. Noah Lewis is registered as an investment adviser representative in NC and TX (CRD 7854555), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Noah Lewis?
Through Noah's website, scholarfinancialadvising.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Scholar Financial Advising website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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