Earn Into Wealth Strategies

RIASEC Registered

Total AUM

$34.5M

Discretionary

0% of AUM

Avg account

$256K

Accounts

135

Employees

Advisory reps

Firm details

Headquarters: Atlanta, Georgia
CRD number: 281923
Website: earnintowealth.com
Custodians: BETTERMENT, CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals58.76%
HNWI41.24%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Earn Into Wealth Strategies is an independent, individual-owned RIA operating as a limited liability company that serves individual and family clients. The firm provides financial planning, portfolio management for individuals and small businesses, and adviser selection services. It charges clients via a mix of AUM fees, hourly billing, and fixed fees, and the firm identifies itself as a capital allocator rather than a pure execution-only shop. The adviser is not positioned as an ESG-focused manager, and it does not report multi-state registration or pension-consulting activity.