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MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

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

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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 StatusApproved
Firm CRD#135759
SEC#801-114454
Assets Managed by Firm$174,233,322
No. of Clients257
No. of Advisors4

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 ClientsAUM
Firm Total257$174,233,322
Individuals (other than high net worth individuals)177$39,558,034
High net worth individuals79$125,888,115

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