RIA Intel›Advisers›South Carolina›MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Advisory

N·SENECA, SC

Data as of Mar 24, 2026 · Source: SEC Form ADV

Total AUM
$226M
1-Year AUM Growth
+14.7%
3-Year CAGR
+7.0%
Employees
3
Assets Under Management
Total AUM$226M
Discretionary AUM$226M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients252
Team
Total Employees3
Investment Advisers4
Employee Growth (1Y)0.0%
Filing History
Total Filings on Record30
First FilingJan 20, 2006
Latest FilingMar 24, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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