Allen Mooney & Barnes Investment

Wealth Management Firm in Thomasville, GA

Firm Info
Address: 135 S Madison St # 1, Thomasville, GA 31792, USA
Phone: (229) 225-1500

Firm Size
Assets Under Management: $679.9 million
# of Advisors: 9
# of Clients: 658
Client to Advisor Ratio: 73:1
Average Account Size: $1 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Pension Consulting Services
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Banking Institutions
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • State & Municipal Govt Entities
  • Insurance Companies
  • Corporations or Other Businesses Not Listed Above
  • Other

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Allen, Mooney & Barnes Investment Advisors, LLC Overview

Allen, Mooney & Barnes Investment Advisors, LLC is a registered investment advisory firm that has served clients since 2001. The firm's headquarters are located in Thomasville, GA, where they offer a variety of financial services to individuals, small businesses, and institutional clients. As a fee-based advisory firm, Allen, Mooney & Barnes is committed to offering investment advice that is free from any external influence. This ensures that clients receive unbiased recommendations that are in their best interest. As a municipal advisor, the firm provides comprehensive pension consulting services to the public sector. This includes portfolio management, financial planning, and the selection of other advisors. Additionally, the firm offers portfolio management services for individual and small business clients, as well as businesses or institutional clients. Overall, Allen, Mooney & Barnes Investment Advisors, LLC is a reliable and experienced investment advisory firm that offers a wide range of services to clients. They focus on creating personalized investment strategies that are tailored to the unique needs and goals of each client.

(ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC) provides exceptional investment advisory services to a diverse range of clients. Their clients include individuals, high net worth individuals, banking institutions, pension or profit sharing plans, charitable organizations, state or municipal government entities, and other corporation types not listed. As a result, they have gained extensive experience in serving diverse client needs that span various sectors and industries. They provide tailored solutions to address the unique requirements and goals of each client, ensuring optimal results are achieved. Furthermore, ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC offers flexible fee structures across various services provided. This includes a percentage of asset under management (AUM) fee structure, which appeals to clients who wish to pay for investment advice based on their asset value. Clients can choose the fee structure that aligns with their financial objectives, which creates a win-win situation for both parties.

Typical Clients, Fee Structures & Investment Minimum

According to the Part 2 Brochure of ALLEN, MOONEY & BARNES INVESTMENT ADVISORS, LLC, there is no mention of an investment minimum. Therefore, it is unclear what the minimum investment requirement is for this firm.

How This Office Can Help Thomasville, GA Residents

Allen Mooney & Barnes Investment is a reputable investment firm based in Thomasville, GA, that is dedicated to assisting clients with their financial goals. The firm provides a variety of services to clients, such as retirement planning, estate planning, education planning, risk management, and wealth management. Allen Mooney & Barnes investment also specializes in developing customized investment plans for clients depending on their individual financial situations, risk tolerance levels, and long-term objectives. Clients living in Thomasville, GA, usually face various financial situations, from managing personal debt to planning for retirement. Financial freedom requires careful planning to ensure proper management of personal finances and investments. Whether someone is seeking to retire or wants to achieve financial success, Allen Mooney & Barnes Investment offers financial advice and guidance to help clients make informed decisions about their money-related goals. The firm’s experienced financial advisors are committed to supporting clients through every stage of the investment process, providing personalized solutions to help achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Allen, Mooney & Barnes Investment Advisors, LLC, visit their Part 2 Brochure.

Services Offered by Allen, Mooney & Barnes Investment Advisors, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Allen, Mooney & Barnes Investment Advisors, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 135 S Madison St # 1, Thomasville, GA 31792, USA
Phone (229) 225-1500
Directions
Google My Business Reviews:
4 Stars  |  3 Reviews

Other Office Locations

This firm has no other locations.


Disciplinary History

Allen, Mooney & Barnes Investment Advisors, LLC does not have any disclosures. Please visit it's Form ADV for more details.