Brenda Carroll is a registered investment advisor at Money Advisors, INC. DBA Century Investment Planning, based in Augusta, GA, with 17 years of industry experience. Brenda 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
Fee-Only (% of Portfolio)
Firm Size
5 advisors
Number of Clients
126 clients
Average Client Portfolio
$427K average
Assets Under Management
$53.8M

Fee Structure

Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fee schedules are incorporated into the Advisor-Client portfolio management agreement. Fees are subject to negotiation in limited situations.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3540 Wheeler Road, Suite 206, Augusta, GA, 30909

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Money Advisors, INC. DBA Century Investment Planning
August 2008 - Present · 17 yrs 8 mos
State Registrations1 state
GA
Advisor

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
No exam information available for this advisor.