Magnolia Private Wealth, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$45,000

“Financial planning fees range from $1,000 to $45,000 depending on the amount of assets and complexity of the work to be performed.”

Annual fee

$1,500⁠-⁠$45,000/yr

“Fees: fees will range from $1,500 - $45,000 annually, paid quarterly in advance.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Magnolia Private Wealth, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “At our sole discretion, you may be required to pay in advance a specified portion of the fixed fee at the time you execute an agreement with us; however, at no time will we require payment of more than $1,200 in fees more than six months in advance.”
• “Upon completion and delivery of the financial plan, the fixed fee is considered earned and any unpaid amount is immediately due.”
• “The annual asset-based fee is paid quarterly in advance.”

How Magnolia Private Wealth, LLC’s fees compare

• Its flat or project fee of $1,000-$45,000 spans the Pennsylvania median of $3,650. 92% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 13 of the 13 other planners in Philadelphia that publish a flat or project fee charge less.
• Its annual fee of $1,500-$45,000 spans the Pennsylvania median of $6,000. 85% of the 74 other Pennsylvania planners that publish an annual fee charge less.
• 4 of the 5 other planners in Philadelphia that publish an annual fee charge less.

About Magnolia Private Wealth, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, 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

176

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$272,085,555

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324102

Website

magnoliapw.com (opens in new tab)

Phone

(571) 477-1375

Can advise clients in 8 states: Connecticut, Florida, New Hampshire, New Jersey, New Mexico, New York, Pennsylvania, Texas

Other planners in Philadelphia that publish fees

• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• Auctus Wealth Management Inc.Philadelphia$150/hr, $500
• Bird Financial Group LLCPhiladelphia$350/hr
• Bryn Mawr Trust Advisors, LLCPhiladelphia$3,000, $2,000/yr
• Diversified Human SolutionsPhiladelphia$150⁠-⁠$200/hr, $1,000⁠-⁠$5,000
• Elm WealthPhiladelphia$5,000

Compare all 30 planners in Philadelphia