A complete list of active advisors currently associated with Earner Wealth LLC

Warmer can help you find a great advisor at Earner Wealth LLC or one who fits your needs even better.

Earner Wealth LLC provides ongoing portfolio management, financial planning, and periodic educational seminars to individuals — including high‑net‑worth clients — as well as trusts and estates. Services include discretionary portfolio management with a written Investment Policy Statement for each client, selection and oversight of third‑party managers, and a firm‑sponsored wrap fee program. The firm employs a range of analytical methods (fundamental, quantitative, technical, cyclical, and modern portfolio theory) and implements both long‑term and active trading strategies, including options, short sales, margin and allocations to alternative vehicles. Clients grant discretionary trading authority and the firm may place assets into hedge funds, private equity, venture capital, REITs and other non‑traditional investments, which increases strategy complexity and risk. Earner Wealth is newly formed (February 2024) and operates with a very small reported client base — three clients alongside roughly $14.4 million in assets under management — a profile that suggests concentrated, bespoke relationships rather than a broad retail clientele. The firm requires use of Schwab Institutional as custodian, sponsors a wrap program (absorbing certain trading costs), discloses receipt of soft‑dollar benefits from its custodian, and reports no disciplinary history.

To learn more about the advisors currently working at Earner Wealth LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.