MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$225,662,274
Discretionary
$225,662,274
Non-discretionary
$0
Firm details
- CRD number
- 135759
- SEC file number
- 801-114454
- Main office
- SENECA, SC, United States
- Employees
- 4
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Performance-based
As of November 2026.