Barrett Thomas Gray
Investment adviser representative at Earned Wealth Advisors, LLC
15 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
15 years in the industry.
- Earned Wealth Advisors, LLCJan 2026 to now
- Choreo, LLCOct 2024 to Jan 2026
- Dimensional Fund AdvisorsAug 2023 to Oct 2024
- Western Kentucky UniversityAug 2022 to Aug 2023
- Dimensional Fund AdvisorsJun 2022 to Aug 2022
- Oxmoor Auto GroupMay 2021 to Aug 2021
- Western Kentucky UniversityAug 2019 to May 2022
- Christian Academy of LouisvilleAug 2017 to Jul 2019
- Crossroads IgaMay 2017 to Aug 2017
- Chrisitian Academy of LouisvilleAug 2011 to May 2017
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2023
- Series 65 · Uniform Investment Adviser Law2024
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7799541
- Firm CRD
- 108052