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MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759 · SEC 801-114454
414 OLD CLEMSON HIGHWAY, SENECA, SC, 29672, United States
Phone
864-886-9766
Fax
864-886-9767
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$225.7M
Discretionary AUM
$225.7M
Team
4 total employees; 3 advisory reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Performance-based fees
Org form
Corporation
Filing date
2026-03-24
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 188 | $49.1M |
| High net worth individuals | 88 | $160.3M |
| Pooled investment vehicles | 2 | $16.3M |
States served
GA, NC, SC, TX, NH, FL
Official SEC filing: View on IAPD