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Caitlin Marie Howerton

Investment adviser representative at Earned Wealth Advisors, LLC
10 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

10 years in the industry.

  1. Earned Wealth Advisors, LLCJan 2025 to now
  2. Earned WealthSep 2024 to Jan 2025
  3. Archer Investment ManagementApr 2023 to Sep 2024
  4. Facet WealthAug 2020 to Mar 2023
  5. SmartpathFeb 2018 to Aug 2020
  6. NADec 2017 to Feb 2018
  7. Hilton HotelsJan 2016 to Dec 2017

Designations

  • CFP® certification

Exams passed

No exams in this record.

State registrations

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

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
7289341
Firm CRD
108052
Advisor's SEC record (opens in a new tab)
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