MONEY ADVISORS, INC. DBA CENTURY INVESTMENT PLANNING

Overview

Money Advisors, Inc. dba Century Investment Planning is an independent, fee‑based registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm implements a predominantly equity‑oriented approach, allocating the bulk of client assets to exchange‑traded equities and related strategies. That equity bias is reflected in both portfolio construction and manager selection: core exposure is delivered through liquid equity vehicles (ETFs and individual stocks), while client‑specific overlays and tax considerations are handled at the account level. The firm charges fees as a percentage of assets under management and is not structured as a capital allocator; alternative or private strategies are accessed through third‑party managers rather than developed in‑house. Money Advisors maintains relationships with accounting and real estate professionals, which informs its financial planning work and can provide avenues for private real estate investments for clients. The adviser does not position itself as an ESG investor and does not operate as a multi‑state advisory platform.

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