E
Earndex, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$26,281,764
Clients
8
100% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
8
LowAverage account size
$3,285,221
About
Earndex provides comprehensive financial planning and investment advisory services to individuals, families, and corporations or other businesses, and acts as a fiduciary in client engagements. Offerings include ongoing, subscription-style comprehensive planning, project-based planning, business planning and employee‑benefit optimization, and discretionary portfolio management.
The firm primarily emphasizes a passive investment approach, constructing diversified portfolios using index mutual funds and exchange‑traded funds that are aligned to client-specific investment policy statements and risk tolerances. Portfolios are managed on a discretionary basis with regular monitoring and periodic reviews, and clients may engage through AUM-based management or alternative fixed‑fee and subscription arrangements.
Notable distinctions include an explicit focus on corporate and business clients—providing consulting on business formation, exits, and benefit program design—which is less common among peers in this category. Earndex manages roughly $31.97 million across eight clients and leverages institutional custodial relationships to access trading, reporting, and support services.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Business ownership considerations
Retirement withdrawal strategies
Cash flow / budgeting
General estate planning guidance
Occupation focus
Founder/Business Owner
Fee options
Fixed fee for investment advisory services ranging from $10,000 to $30,000 per year, billed monthly; Project-based financial planning fixed fees range from $100 to $30,000; Comprehensive financial planning upfront fee from $500 to $3,000 plus ongoing monthly fee from $100 to $3,000
$0 - $1,000,000: 1.00% annually $1,000,001 - $2,000,000: 0.75% annually $2,000,001+: 0.50% annually
Comprehensive financial planning ongoing monthly fees ranging from $100 to $3,000 per month
Main office location
Earndex, LLC
Bryn Mawr PA, United States
Number of offices
1
Most active in
Earndex, LLC has reported serving >5 clients in these states in the last 12 months.
New York · Pennsylvania · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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