MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

other names
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Adviser Profile
As of Date 03/28/2025
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 3
Registration Florida, Terminated, 12/27/2018
Other registrations (4)
AUM* 191,527,789 26.11%
of that, discretionary 191,527,789 26.11%
Private Fund GAV* 8,787,173
Avg Account Size 760,031 271.31%
% High Net Worth 31.75% 2.10%
SMA’s Yes
Private Funds 1
Contact Info 864 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Reported AUM

152M 130M 108M 87M 65M 43M 22M
2018 2019 2020 2021 2022 2023
Discretionary
Non-discretionary

Private Funds

Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$8,787,173

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Brochure Summary