Client Resources

Secure | Regulated | Independent

Your confidence in our partnership is a high priority. We strive to inform and educate so that you have a full understanding of our services and their portfolio investments. We are protective of client privacy, account security, and account accessibility. All clients have direct access to our team and their accounts through our local office, online, and through Schwab client services.

Secure Login

Client assets are held by Charles Schwab & Co, Inc., which acts as the custodian of our accounts under management. Schwab’s Advisor Services platform assists in processing administrative services and issues transaction statements directly to clients on a monthly basis. Schwab Alliance Client support can always be reached directly at 1-800-515-2157

Client Login

Registered & Regulated

Money Advisors Inc., dba Century Investment Planning is a Registered Investment Advisor firm registered through FINRA and regulated by the SEC, Georgia Securities Division, and other states in which we are registered. Our ADV Part 2 Brochure Disclosures is updated as required and filed annually. Professional designations are awarded and registered through their respective boards.

Independent Resources

Century Investment Planning subscribes to numerous research subscriptions and analytical reports. We compare various resources to ensure reliability as we compile our own data analysis. We are not limited to trading specific funds and we do not earn commission on trades or product sales.