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Andrew Michael Taylor

Investment adviser representative at Earned Wealth Advisors, LLC
14 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$3.1BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

14 years in the industry.

  1. Earned Wealth Advisors, LLCDec 2025 to now
  2. Earned Wealth Advisors d/b/a Ojm GroupDec 2025 to now
  3. Ojm GroupFeb 2012 to Dec 2025

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1997
  • Series 66 · Uniform Combined State Law2001

State registrations

Registered as an investment adviser representative in 1 state (OH).

Earned Wealth Advisors, LLC

$3.1BAssets managed
1,875Clients
46Advisers
26 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2918855
Firm CRD
108052
Advisor's SEC record (opens in a new tab)
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