Magellan Planning Group fees and pricing
Financial planner in Atlanta, Georgia. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 31, 2026, Magellan Planning Group charges a flat or project fee of $1,200 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 31, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,200
“Magellan Planning Group will charge a fixed fee of $1,200 per client for financial planning services.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Magellan Planning Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “New account fees will be prorated from the inception of the account to the end of the first quarter.”
- “Fees may be negotiable based at the discretion of the Advisor.”
- “The client will be responsible for the prorated fees based on the number of days Magellan Planning Group Page 5 in the quarter, up to an including the date of termination.”
How Magellan Planning Group’s fees compare
- Its flat or project fee of $1,200 is below the Georgia median of $5,000. 13% of the 152 other Georgia planners that publish a flat or project fee charge less.
- 2 of the 47 other planners in Atlanta that publish a flat or project fee charge less.
About Magellan Planning Group
- Firm size: 3 employees.
- Credentials named in the brochure: CFP® and ChFC®.
- Registered as an adviser: 2026.
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Clients
- 247
- Employees
- 3
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $209,983,000
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 338739
- Phone
- (404) 257-8811
Other planners in Atlanta that publish fees
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Anchyra Partners LLCAtlanta$500-$1,000/hr, $5,000-$100,000
- Aprio Wealth Management, LLCAtlanta$2,500/yr
- Atlanta Wealth Management, Inc.Atlanta$240/hr
- Aust Financial Advisory, LLCAtlanta$400/hr, $6,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.