Barry Oliver is a PFS-designated registered investment advisor at Earned Wealth Advisors, LLC, based in Walnut Creek, CA, with 27 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,875 clients with $3.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.10% |
| $500K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.70% |
| $10.0M - $25.0M | 0.45% |
| $25.0M - $50.0M | 0.30% |
| $50M+ | 0.15% |
Subject to a minimum annual fee of $2,400. Fees are negotiable based on anticipated future assets, account composition, and other factors.
Fee Estimator
Location
165 Lennon Ln, Ste 200, Walnut Creek, CA, 94598
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Barry is a member of GEOTC I, LLC since 2015, which is not investment related. He spends minimal time per month approving and paying bills and consulting with other members.
Employment History
Current Registrations
Earned Wealth Advisors, LLC
Previous Registrations
Earned Wealth
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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