Earned Wealth Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$15,000

“Fixed fees are negotiable but generally range from $2,500 to $15,000 determined by a combination of the scope and complexity of the engagement.”

Annual fee

$3,000/yr

“Earned Wealth Advisors charges a minimum annual fee of $3,000 (assessed quarterly).”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Earned Wealth Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “The client will be billed for time spent and costs incurred up to the date of termination.”
• “For the initial period of an engagement, the fee is calculated on a pro-rata basis.”
• “In the event there isn’t an account to deduct the fee from, the fee will be collected via credit card or ACH.”

How Earned Wealth Advisors, LLC’s fees compare

• Its flat or project fee of $2,500-$15,000 spans the California median of $5,000. 75% of the 796 other California planners that publish a flat or project fee charge less.
• 10 of the 14 other planners in Walnut Creek that publish a flat or project fee charge less.
• Its annual fee of $3,000 is below the California median of $6,250. 22% of the 224 other California planners that publish an annual fee charge less.
• 1 of the 3 other planners in Walnut Creek that publish an annual fee charge less.

About Earned Wealth Advisors, LLC

• Firm size: 35 employees.
• Registered as an adviser: 2000 (26 years).

Planning areas mentioned in the brochure

• Tax planning
• Physicians and dentists

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

1.5% a year

Minimum

$3,000 minimum fee (stated in brochure)

Clients

1,461

Employees

35

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, newsletters and publications, and educational seminars and workshops

Assets managed

$3,105,927,342

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108052

Website

linkedin.com/company/earnedwealth (opens in new tab)

Phone

(925) 939-2500

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Walnut Creek that publish fees

• Babylon Wealth Management LLCWalnut Creek$300/hr, $2,000⁠-⁠$15,000
• Barentsen Advisory Services, LLCWalnut Creek$250/hr, $100⁠-⁠$2,000
• Burton Enright WelchWalnut Creek$350/hr, $2,500⁠-⁠$10,000
• Capital Management Advisor Group, LLCWalnut Creek$500/hr, $10,000
• Cavu Wealth Advisors, LLCWalnut Creek$450/hr, $10,000/yr
• Dawson Investment ManagementWalnut Creek$1,000/hr

Compare all 39 planners in Walnut Creek