John Gillion
John Gillion is a registered investment advisor at Money Advisors, INC. DBA Century Investment Planning, based in Augusta, GA, with 20 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.
Learn about disclosures →Other Business Activities
John is involved in numerous holding companies and land holding companies, generally as President, CFO, or owner, dedicating minimal time to each. He also serves as CFO for Clyde Trucks, LLC and President/COO of Maplevest Management, LLC, dedicating about a quarter of his time to the latter.
Employment History
Current Registrations
Money Advisors, INC. DBA Century Investment Planning
Mccurdy, Gillion & Associates, LLC
State Registrations3 states
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.