Money Advisors, Inc.
State-registered
Wealth Manager · Boutique (under $100M)
CRD 125276
· Augusta, GA
· www.centuryplanner.com
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ADV data as of Mar 27, 2026
- Regulatory AUM
- $63.7M
- Discretionary
- $63.7M
- Clients
- 145
- Avg AUM / client
- $439K
- Accounts
- 183
- Employees
- 3
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 127 | $22.4M | 35.2% |
| High net worth individuals | 17 | $35.0M | 54.9% |
| Corporations and other businesses | 1 | $6.3M | 9.91% |
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| John Preston Gillion | Registered representative | CFP | Jan 2005 (22y) | |
| Brenda Foster Carroll | Registered representative | Aug 2008 (18y) | ||
| Sarah Masood | Registered representative | Oct 2008 (18y) | ||
| John Preston Gillion | Registered representative | Apr 2018 (8y) | ||
| Eleonora P. Gillion | Registered representative | May 2018 (8y) |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/27/2026 | 988 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 27, 2026.
View current Form ADV (SEC/IAPD) ↗