Paul
Money

The Money Advisor Group, LLC

CRD#2048333
Investment Advisor
in Columbus, GA

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About this Advisor

Paul Money is a financial advisor based in Columbus, Georgia, working with The Money Advisor Group, LLC. Paul has previously held positions at Cambridge Investment Research, Inc, Cambridge Investment Research Advisors, Inc, and The Money Advisor Group, LLC. Paul has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Georgia, Louisiana, and Texas. Currently, Paul is part of The Money Advisor Group, LLC, which operates out of Columbus, Georgia. The firm has 4 employees and manages assets totaling $280.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. The fee structure at The Money Advisor Group, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 63, Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2101 Brookstone Centre Parkway Suite 200
Columbus, GA 31904

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The Money Advisor Group, LLC Brokerage Details

Total Assets Under Management

$280,665,126

GA Average: $3,570,121,308
Total Number of Employees

4

GA Average: 58
Total Number of Accounts

666

GA Average: 1,608
Average Account Size

$421,419

GA Average: $2,220,225

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers

Paul Money Work History

2001 - Present (24 years)

The Money Advisor Group, LLC

2007 - 2015 (8 years)

Cambridge Investment Research, Inc

2007 - 2015 (8 years)

Cambridge Investment Research Advisors, Inc

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Disclosures

Please visit the SEC profile of Paul Money to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at The Money Advisor Group, LLC

Tyler Kumar
Columbus, GA
James Money
Columbus, GA
Paul Money
Columbus, GA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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