MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

414 Old Clemson Highway
Seneca, South Carolina 29672
Tel: 864-886-9766

About MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

MAGNOLIA FINANCIAL PLANNING SERVICES, INC, formally registered with the SEC as MAGNOLIA FINANCIAL PLANNING SERVICES, INC. The firm was established in 12/17/2018. They have over 1 offices throughout the country.

MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is a Seneca, South Carolina based Financial Planning firm with nearly $174,233,322 assets under management, offering retirement planning & investment advisory services to 257 clients. The firm is staffed with 4 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	135759
SEC#	801-114454
Assets Managed by Firm	$174,233,322
No. of Clients	257
No. of Advisors	4

Fee Structure

A percentage of AUM
Hourly charges
Performance Based

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	257	$174,233,322
Individuals (other than high net worth individuals)	177	$39,558,034
High net worth individuals	79	$125,888,115

More Retirement Planning firms in Seneca, South Carolina:

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GREYSTAR INVESTMENT GROUP, LLC 465 Meeting Street, Suite 500 Charleston, SC, 29403	$28,309,013,200	61	510
APOLLON WEALTH MANAGEMENT, LLC 111 Coleman Blvd, Suite 402 Mount Pleasant, SC, 29464	$5,519,652,128	15301	167
PERMCAP INVESTMENT OFFICE 18 N. Adgers Wharf Charleston, SC, 29401	$4,462,882,442	42	16
SOUTHSTATE ADVISORY, INC. 520 Gervais St Columbia, SC, 29201	$3,417,068,970	420	20
PERFORMA LIMITED (US), LLC 1080 Morrison Drive, Suite 120 Charleston, SC, 29403	$3,375,104,696	114	16

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