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Home > Retirement Planners > south carolina > seneca > MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
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 |
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