EARNED WEALTH ADVISORS, LLC

165 Lennon Lane
Suite 200
Walnut Creek, California 94598
Tel: 925.939.2500

About EARNED WEALTH ADVISORS, LLC

EARNED WEALTH ADVISORS, LLC, formally registered with the SEC as EARNED WEALTH ADVISORS, LLC. The firm was established in 07/10/2000. They have over 12 offices throughout the country.

EARNED WEALTH ADVISORS, LLC is a Walnut Creek, California based Financial Planning firm with nearly $1,415,615,957 assets under management, offering retirement planning & investment advisory services to 2614 clients. The firm is staffed with 25 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	108052
SEC#	801-57727
Assets Managed by Firm	$1,415,615,957
No. of Clients	2614
No. of Advisors	25

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2614	$1,415,615,957
Individuals (other than high net worth individuals)	532	$110,161,772
High net worth individuals	283	$923,103,888
Pension and profit sharing plans	261	$348,066,351
Charitable organizations	4	$7,331,870
Corporations or other businesses	2	$26,952,076

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PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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