# Magellan Planning Group

Magellan Planning Group is a Multi Family Office.

## Overview

- **Organization type:** Multi Family Office
- **Assets under management:** Undisclosed
- **Website:** https://magellanplanning.com
- **LinkedIn:** https://www.linkedin.com/company/magellan-planning-group

## Regulatory record

- **CRD number:** 338739
- **SEC file number:** 801-134622
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/338739

## About

MAGELLAN PLANNING GROUP is an SEC-registered investment adviser in ATLANTA, GA, registered since 2026. The firm manages $210 million in assets, $197 million on a discretionary basis. It has 3 employees and 3 investment advisers.

## Sectors

- Wealth Management
- Financial Planning
- Estate Planning

## Questions

### What is Magellan Planning Group's AUM?

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.

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Last updated: 2026-07-06T01:24:20.724Z

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