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THE MONEY ADVISOR GROUP, LLC

2101 Brookstone Centre Parkway
Suite 200
Columbus, Georgia 31904
Tel: 706-256-0115

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About THE MONEY ADVISOR GROUP, LLC

THE MONEY ADVISOR GROUP, LLC, formally registered with the SEC as THE MONEY ADVISOR GROUP, LLC. The firm was established in 05/05/2017. They have over 1 offices throughout the country.

THE MONEY ADVISOR GROUP, LLC is a Columbus, Georgia based Financial Planning firm with nearly $280,665,126 assets under management, offering retirement planning & investment advisory services to 666 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#226578
SEC#801-110519
Assets Managed by Firm$280,665,126
No. of Clients666
No. of Advisors4

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total666$280,665,126
Individuals (other than high net worth individuals)135$47,613,790
High net worth individuals58$200,130,750
Pension and profit sharing plans15$31,904,333
Charitable organizations3$1,016,253

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