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They include 877 individual clients, 584 high-net-worth individuals, and 337 pension and profit-sharing plans.","source":"Form ADV Part 1A, Items 5.D and 5.F, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What services does Earned Wealth Advisors offer?","answer":"Earned Wealth Advisors provides financial planning, portfolio management for individuals and small businesses, portfolio management for institutions, pension consulting, selecting other managers, publishing newsletters, and educational seminars.","source":"Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"How much does Earned Wealth Advisors charge?","answer":"Earned Wealth Advisors charges 0.15%–1.50% a year for its Wealth Management Services. Each asset band is charged at its own rate. The fee is billed in arrears, is negotiable and has a $2,400 annual minimum.","source":"EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A, filed 30 March 2026","sourceRef":{"doc":"brochure","section":"fees"}},{"question":"Which custodians does Earned Wealth Advisors use?","answer":"Earned Wealth Advisors’ separately managed account assets are held at Charles Schwab & Co., Inc. (San Francisco, CA), with $2.25B and National Financial Services LLC (Boston, MA), with $714M. Only custodians holding at least a tenth of those assets are named.","source":"Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 1 October 2026","sourceRef":{"doc":"adv1","section":"custodians"}},{"question":"How many financial advisors does Earned Wealth Advisors have?","answer":"Earned Wealth Advisors has 33 investment adviser representatives registered with state securities authorities, out of 35 employees, and 33 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 4 employees are licensed insurance agents.","source":"Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"What does Earned Wealth Advisors invest in?","answer":"At the end of its last fiscal year, Earned Wealth Advisors’ separately managed accounts held 52% registered funds (mutual funds, ETFs, BDCs), 36% exchange-traded equities, 6% cash and equivalents, 2% state and local bonds, 2% other, 1% non-exchange-traded equities, 1% U.S. government and agency bonds, 1% investment grade corporate bonds and 1% pooled vehicles (private funds and similar). The 2% other category is described as: Other Alternative Investment Vehicles.","source":"Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file","sourceRef":{"doc":"adv1","section":"employees"}},{"question":"Who owns Earned Wealth Advisors?","answer":"Earned Wealth Advisors’ direct owners are Earned Wealth Operating Company, Inc. (75% or more), Earned Wealth Operating (75% or more) and John Clendening (10% to 25%).","source":"Form ADV Part 1A, Schedules A and B, filed 1 October 2026","sourceRef":{"doc":"adv1","section":"scheduleA"}},{"question":"How does Earned Wealth Advisors get paid?","answer":"Earned Wealth Advisors is paid through a percentage of assets under management, hourly charges and fixed fees. 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