Magnolia Financial Planning Services, Inc.
Magnolia Financial Planning Services, Inc. (CRD# 135759) is a financial advisory firm headquartered in Seneca, SC. They manage $174,233,322 in 257 accounts and serve the financial needs of clients across 6 states (or territories).
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Total Assets Under Management174MILLION
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Total Number of Accounts257ACCOUNTS
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Average Account Value$677,951
- A percentage of assets under your management
- Hourly charges
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
FL, GA, NC, NH, SC, TX
Robby Bryant (CRD# 2948042) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 26 years of experience in the finance industry.
Lowell Macher (CRD# 2846041) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 27 years of experience in the finance industry.
Jason White (CRD# 5460559) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 12 years of experience in the finance industry.