# Magnolia Financial Planning Services

Magnolia Financial Planning Services is an Asset Manager based in United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** United States
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 135759
- **SEC file number:** 801-114454
- **Registration status:** Registered
- **Reports private funds:** Yes
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/135759

## About

MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is an SEC-registered investment adviser in SENECA, SC, registered since 2018. The firm manages approximately $226 million in assets. It has 4 employees and 3 investment advisers.

## Questions

### What services does Magnolia Financial Planning Services provide?

Based on its registration and corporate name, the firm provides financial planning and investment advisory services to individuals. Typical offerings for a firm of this structure include retirement planning, portfolio management using publicly traded securities, tax-efficient withdrawal strategies, and insurance needs analysis. There is no public record of institutional consulting or direct alternative investment sourcing.

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Last updated: 2026-06-03T20:00:00.000Z

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