Magnolia Financial Planning Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Seneca, SC. Its latest Form ADV filing, dated March 24, 2026, reports $226M in regulatory assets under management, 4 employees, and 278 accounts.
Assets Under Management
$226M
Employees
4
Offices
--
Total Clients
278
Primary office
SENECA, SC
414 OLD CLEMSON HIGHWAY, SENECA, SC, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Hourly charges
Performance-based fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 67.6% of total clients.
Top client categories% of clientsClients
1
Individuals
67.6%
188
2
HNWI
31.7%
88
3
Pooled Investment Vehicles
0.7%
2
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$226Mas of March 24, 2026
Discretionary100.0%
$226M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$226M
Total Accounts278
10Y AUM Change+$123M (+120.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees4
Clients per Employee70:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.