Earn Into Wealth Strategies
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Earn Into Wealth Strategies is a boutique advisory firm that primarily works with individuals, families, and business owners, offering goals-based comprehensive financial planning, modular one-time “financial clarity” sessions, and multi-tiered wealth management engagements (premium and standard). The firm combines holistic planning—covering cash flow, retirement, college savings, insurance, tax, and estate considerations—with referrals for investment implementation through third-party managers.
Investment recommendations emphasize diversified, low-cost index mutual funds and exchange-traded funds and are guided by fundamental analysis and asset-allocation principles aimed at tax-efficiency and low turnover. Rather than directly running large-scale in-house trading operations, the firm typically places clients on third-party investment management platforms (currently including GeoWealth) and focuses on portfolio construction, ongoing monitoring, and rebalancing.
What distinguishes the firm from many peers is its frequent role as planner-and-referrer rather than sole portfolio manager: the brochure states the firm does not manage assets directly and makes solicitor or sub‑advisory arrangements, so a substantial portion of client assets are implemented or held in arrangements where the firm does not exercise day‑to‑day trading discretion. The firm also operates as a very small practice (about one advisor and roughly 50 clients, with roughly $34.5 million in reported AUM) and maintains a separate financial-education business that complements its advisory services.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Financial clarity sessions (one-time consultations) charged fixed fees ranging from $495 to $50,000; separate fixed fee for each session.
$0 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%
$500 per hour for additional hours beyond standard service plan or for fee calculations on refunds.
Account minimum: No minimum investment account size or value required to implement services; however, some recommended third-party investment management platforms may impose minimum investment amounts. Minimum fee: Minimum annual fees for premium plan: Individuals $9,600; Individual with children $10,800; Couples $12,000; Business owners $18,000. Fee-only: Standard services charged fixed fees from $9,000 to $50,000 annually; additional hourly fees of $500 per hour for services beyond allotted hours; project-based fees range from $495 to $50,000.
Main office
4279 Roswell Road, Suite 208
Atlanta GA 30342
Advisors at this office
1
Most active in
Georgia · New York · Texas
Also doing business as
Earn Into Wealth Strategies · Earn Into Wealth Strategies, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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