BL
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
165 Lennon Lane, Suite 200, Walnut Creek, CA, 94598
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Earned Wealth Advisors, LLC
August 2019 - Present · 6 yrs 5 mos
Previous Registrations
Earned Wealth
August 2024 - January 2025 · 5 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.