Harold Lewellen is a CFP-designated registered investment advisor at Earned Wealth Advisors, LLC, based in Walnut Creek, CA, with 17 years of industry experience. Harold operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, Investment Management, Medical Professionals, and 2 more. Their firm serves 1,326 clients with $1.9B 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% |
Minimum annual fee of $2,400. OJM legacy clients have a separate fee schedule: Up to $1,000,000: 1.50%; $1,000,001 - $3,000,000: 1.00%; $3,000,001 - $10,000,000: 0.75%; Above $10,000,000: as negotiated.
Fee Estimator
Location
165 Lennon Lane, Suite 200, Walnut Creek, CA, 94598
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Harold is the owner of The O'Dell Group LLC, an investment advisory firm, spending minimal time on it. He also works as Director of Financial Planning at OJM Group, dedicating full-time hours to helping clients develop and implement financial plans.
Employment History
Current Registrations
Earned Wealth Advisors, LLC
Previous Registrations
Ojm Group, LLC
State Registrations1 state
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