Earn Into Wealth Strategies
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$34,525,173
Clients
49
18% high-net worth
Advisors
1
of 2 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
49
HighAverage account size
$704,595
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
Financial planning
Portfolio management
Selection of other advisers
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General tax planning
Wealth management
Occupation focus
Founder/Business Owner
Demographic focus
Mid-Career Professionals
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 location
Earn Into Wealth Strategies
4279 Roswell Road, Suite 208
Atlanta GA 30342, United States
Number of offices
3
Most active in
Earn Into Wealth Strategies has reported serving >5 clients in these states in the last 12 months.
Georgia · New York · 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:
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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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