MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

SENECA, South Carolina·2 registered advisors·CRD# 135759
SEC# 801-1144540864-886-9766
01

Firm Overview

AUM
$174M
Regulatory assets under management
Employees
4
Total firm employees
Advisors
2
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Performance-based fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

2 registered advisors
Jason Sidney White
SENECA, South Carolina
Robby Thomas Bryant
SENECA, South Carolina
05

Office Locations

SENECA, South Carolina
2 advisors

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Data sourced from SEC Form ADV filings. MAGNOLIA FINANCIAL PLANNING SERVICES, INC. (CRD# 135759) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.