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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 145 clients with $64M 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% |
Fees will not exceed 1.5% of portfolio assets and are payable quarterly in arrears. Fees are negotiable 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.
Learn about disclosures →Other Business Activities
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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