MH
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
25 advisors
Number of Clients
1,326 clients
Average Client Portfolio
$1.4M average
Assets Under Management
$1.9B
Fee Structure
Minimum Investment:$250K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Minimum annual fee of $2,400. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Minimum Annual Fee:$2,400
Financial Plan Fee:$2,500 - $15,000
Earned Wealth Advisors charges fixed fees for financial planning, generally ranging from $2,500 to $15,000. For wealth management, clients pay an annual fee based on assets under management (see table for tiers). There is a minimum annual fee of $2,400, assessed quarterly. Retirement plan services have a minimum annual fee of $3,000. OJM Group legacy clients have a separate fee schedule. Fees may be negotiable.
Areas of Practice
Financial Planning & CoachingTax PlanningRetirement PlanningBusiness OwnersMedical Professionals
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Advisor Information
Office location
San Juan Capistrano, CA
Get directionsRegulatory History (1)
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Customer Dispute
October 2018Denied
Other Business ActivitiesSells Insurance
Myhanh owns Big Bear Cabin, a rental property, and is the Designated Responsible Licensed Producer for Vital Financial Insurance Services, LLC. She spends about 10-20% of her time on the rental property and a few hours per week on the insurance business.
Employment History
Current Registrations
Earned Wealth Advisors, LLC
January 2025 - Present · 1 yr
Previous Registrations
Earned Wealth
February 2022 - January 2025 · 2 yrs 11 mos
Charles Schwab & Co., INC.
December 1998 - September 2021 · 22 yrs 9 mos
Charles Schwab & Co., INC. Broker
November 1994 - September 2021 · 26 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.