A complete list of active advisors currently associated with Money Advisors, Inc. DBA Century Investment Planning

Warmer can help you find a great advisor at Money Advisors, Inc. DBA Century Investment Planning or one who fits your needs even better.

Money Advisors, Inc. d/b/a Century Investment Planning serves individuals, trusts, estates, limited liability companies and retirement plan accounts, including both non‑high‑net‑worth and high‑net‑worth clients, with discretionary portfolio management as its primary service. The firm’s brochure reports approximately $64 million in discretionary assets under management as of December 31, 2025 and notes that financial planning services are provided at clients’ request. The firm describes a fundamental, long‑term investment approach that avoids market timing and non‑investment‑grade securities, generally favors dividend‑paying equities, and limits mutual fund and ETF use because of administrative charges. Advisors have discretionary trading authority but state a practice of consulting clients before significant strategy changes and use a range of research sources (Bloomberg, Morningstar, Value Line, CFRA, etc.) while custodial arrangements are maintained with Charles Schwab. What the brochure highlights as less common among peers is the team’s ongoing accounting and real‑estate business experience: the founder’s long CPA and CFP background and descriptions of principals’ involvement in real estate management and holding companies (for example, Maplevest Management LLC and prior roles with Summit Apartments/Francisco Group). The brochure also discloses that the firm receives no third‑party compensation, does not participate in wrap fee programs, and manages client assets exclusively on a discretionary basis, combining professional accounting credentials with active non‑investment business interests.

To learn more about the advisors currently working at Money Advisors, Inc. DBA Century Investment Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.