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AT

Andrew M. Taylor

EARNED WEALTH ADVISORS
Cincinnati, OH 45236
Some features on this profile are disabled
CRD#: 2918855
AT

Professional summary

Andrew Michael Taylor, CFP®, who also goes by Andy Taylor, is a registered financial advisor currently at EARNED WEALTH ADVISORS, LLC located in Cincinnati, Ohio.

Andrew is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1997. Andrew has worked at 5 firms and has passed the Series 66, Series 63, Series 7, Series 6, Series 9 and Series 10 exams.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Andy Taylor

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Andrew Michael Taylor's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 2004

Experience

Current

December 8, 2025 - Present

EARNED WEALTH ADVISORS, LLC

Office #1: 8044 Montgomery Rd Suite 710, Cincinnati, OH 45236
RIA
CRD#: 108052
Cincinnati, OH
Past

March 9, 2012 - December 11, 2025

OJM GROUP, LLC

RIA
CRD#: 119850
CINCINNATI, OH
Past

May 8, 2003 - March 13, 2012

CHARLES SCHWAB & CO., INC.

RIA
CRD#: 5393
CINCINNATI, OH
Past

June 30, 1999 - March 13, 2012

CHARLES SCHWAB & CO., INC.

BD
CRD#: 5393
CINCINNATI, OH
Past

July 8, 1998 - June 17, 1999

FIDELITY BROKERAGE SERVICES LLC

BD
CRD#: 7784
SMITHFIELD, RI
Past

July 24, 1997 - February 19, 1999

FIDELITY DISTRIBUTORS COMPANY LLC

BD
CRD#: 17507
SMITHFIELD, RI

Primary Firm SEC Registration

This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP

CRD#: 108052 / SEC#: 801-57727

RIA
Registered Investment Advisory firm - (7/10/2000 Approved)

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Ohio
(12/8/2025)

Exams

State Security Law Exam
RR
IAR
Series 66
Date: 7/13/2001
Uniform Combined State Law Examination
State Security Law Exam
RR
Series 63
Date: 8/5/1997
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
Series 7
Date: 9/15/1998
General Securities Representative Examination
General Industry/Product Exam
RR
Series 6
Date: 7/23/1997
Investment Company Products/Variable Contracts Representative Examination
Principal/Supervisory Exam
RR
Series 9
Date: 12/7/2001
General Securities Sales Supervisor - Options Module Examination
Principal/Supervisory Exam
RR
Series 10
Date: 10/22/2001
General Securities Sales Supervisor - General Module Examination

Current Firm

EW
EARNED WEALTH ADVISORS, LLC
CAPITAL PERFORMANCE ADVISORS LLC | THOMAS WIRIG DOLL | THOMAS DOLL | OJM GROUP | EARNED WEALTH ADVISORS, LLC | EARNED WEALTH | CAPITAL PERFORMANCE ADVISORS, INC. | CAPITAL PERFORMANCE ADVISORS LLP

CRD#: 108052 / SEC#: 801-57727

RIA
Registered Investment Advisory firm - (7/10/2000 Approved)
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Contact information

Main Address
165 Lennon Lane Suite 200, Walnut Creek, CA 94598
Mailing Address
Phone number
(925) 939-2500
Established
Firm type
Fiscal year end
# of Employees
39

SEC notice filing (26 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

EARNED WEALTH ADVISORS, LLC FORM ADV PART 2A (12/5/2025)

Regulatory assets under management

Total Number of Accounts3,544
AUM (Assets Under Management)$ 1,916,730,533

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

EARNED WEALTH ADVISORS, LLC

CRD#: 108052Cincinnati, OH 45236

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