John Gillion
John Gillion is a CFP-designated registered investment advisor at Money Advisors, INC. DBA Century Investment Planning, based in Augusta, GA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning, Tax Planning. Their firm serves 126 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee schedules are incorporated into the Advisor-Client portfolio management agreement. Fees are subject to negotiation in limited situations.
Fee Estimator
Location
3540 Wheeler Road, Suite 206, Augusta, GA, 30909
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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John is a partner in the CPA firm Baird & Company CPA's since 1962. He spends minimal time during trading hours and about half of his work hours each month handling tax and financial matters.
Employment History
Current Registrations
Money Advisors, INC. DBA Century Investment Planning
State Registrations1 state
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