The Money Advisor Group, LLC
The Money Advisor Group, LLC (CRD# 226578) is a financial advisory firm headquartered in Columbus, GA. They manage $95,818,317 in 375 accounts and serve the financial needs of clients across 6 states (or territories).
Total Assets Under Management96MILLION
Total Number of Accounts375ACCOUNTS
Average Account Value$255,516
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, FL, GA, LA, TX
James Money (CRD# 1950954) is an Investment Advisor Representative working at The Money Advisor Group, LLC in Columbus, GA and has over 26 years of experience in the finance industry.
Paul Money (CRD# 2048333) is an Investment Advisor Representative working at The Money Advisor Group, LLC in Columbus, GA and has over 27 years of experience in the finance industry. Paul Money has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.