Magellan Planning Group

No named principals or investment committee members are publicly disclosed for Magellan Planning Group. The firm's leadership structure is not available in public records, which is consistent with many private RIAs that operate without marketing their individual team members.

Magellan Planning Group operates as a multi-family office serving multiple high-net-worth families. As an RIA, it functions as a wealth management firm offering financial planning and investment management to a client base rather than managing capital for a single family.

The firm provides comprehensive financial planning, investment management, tax strategy, and estate planning services. This multi-family office model typically includes retirement planning, risk management, and generational wealth transfer, though specific service menus are not detailed in public sources.

Magellan Planning Group does not publicly disclose its assets under management. This lack of disclosure is common among private RIAs that are not required to publicly report AUM figures unless they exceed SEC registration thresholds or choose to market them.

Client acquisition for Magellan Planning Group is likely through referrals from existing clients, estate attorneys, and accountants — a common model for multi-family offices. Public marketing or broad outreach efforts are not evident from available public records.