Magnolia Financial Planning Services, Inc. fees and pricing
Financial planner in Seneca, South Carolina. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 24, 2026, Magnolia Financial Planning Services, Inc. charges $250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 24, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Magnolia charges an hourly fee for financial planning services of $250 an hour if not part of comprehensive planning process or asset management.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Magnolia Financial Planning Services, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Minimum Fee: $2500 and all fees are negotiable.”
- “Management fees are paid in advance for first quarter and are not refundable.”
- “The fees are negotiable, and the final fee schedule will be attached as Exhibit II of the Financial Planning Agreement.”
How Magnolia Financial Planning Services, Inc.’s fees compare
- Its hourly rate of $250 matches the South Carolina median of $250. 36% of the 69 other South Carolina planners that publish an hourly rate charge less.
About Magnolia Financial Planning Services, Inc.
“We provide financial planning advice in the areas of retirement, investment, tax, insurance and estate planning.”
- Firm size: 4 employees.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 1994 (32 years).
Planning areas mentioned in the brochure
- Estate planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management, performance based fees
- Charges a % of assets
- Yes
- Clients
- 276
- Employees
- 4
- Works with
- Individuals, high net worth individuals, and pooled investment vehicles
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $225,662,274
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 135759
- Phone
- (864) 886-9766
Can advise clients in 6 states: Florida, Georgia, North Carolina, New Hampshire, South Carolina, Texas
Other planners in South Carolina that publish fees
- 133 LegacyCampobello$10,000
- A To Z Asset Advisors, LLCAiken$250/hr, $250
- Abacus Planning Group, Inc.Columbia$8,000-$200,000
- Active Lifestyle Financial PlanningCharleston$1,000, $4,800-$30,000/yr
- Altamont Advisors LLCGreenville$150/hr
- Anderson Wealth Management, Inc.Greer$350/hr, $1,500-$10,000
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.