Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > ohio > cleveland > THE MONEY ADVISOR GROUP, LLC
THE MONEY ADVISOR GROUP, LLC
2101 Brookstone Centre Parkway
Suite 200
Columbus, Georgia 31904
Tel: 706-256-0115
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 Status | Approved |
|---|---|
| Firm CRD# | 226578 |
| SEC# | 801-110519 |
| Assets Managed by Firm | $280,665,126 |
| No. of Clients | 666 |
| No. of Advisors | 4 |
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 Clients | AUM | |
|---|---|---|
| Firm Total | 666 | $280,665,126 |
| Individuals (other than high net worth individuals) | 135 | $47,613,790 |
| High net worth individuals | 58 | $200,130,750 |
| Pension and profit sharing plans | 15 | $31,904,333 |
| Charitable organizations | 3 | $1,016,253 |
More Retirement Planning firms in Columbus, Georgia:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $79,457,379,980 | 1444 | 158 | |
| $78,252,229,704 | 130 | 135 | |
| $54,569,476,420 | 741 | 48 | |
| $30,011,530,941 | 3811 | 127 | |
| $26,738,929,617 | 39 | 84 |
Explore More Retirement Advisors in Columbus, Georgia