← Directory
MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD 135759File 801-114454
APPROVED
Retail clients
Custody
Filing as of Mar 24, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$225.7M
Below cohort median (national)
Discretionary AUM
$225.7M
Clients
278
278 accounts
Employees
4
Below cohort median in SC
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- ARO
- Registration date
- Dec 17, 2018
- Principal office
- 414 OLD CLEMSON HIGHWAY, SENECA, SC, 29672
- Phone
- 864-886-9766
- Website
- Not reported
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $225.7M
- Discretionary AUM
- $225.7M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 278
- Non-discretionary accounts
- 0
- Total accounts
- 278
- AUM per client
- $812K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 88 | $160.3M |
| Pooled investment vehicles | 2 | $16.3M |
| Individuals (other than high net worth individuals) | 188 | $49.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- Performance-based fees
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- Yes
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.