PlannerFees

Three Magnolias Financial Advisors fees and pricing

Financial planner in Winston Salem, North Carolina. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 30, 2026, Three Magnolias Financial Advisors charges $150 an hour and an annual fee of $1,000 for financial planning.

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.

Hourly rate
$150/hr
“Financial Planning is normally performed on an hourly basis, at the rate of $150 per hour.”
Annual fee
$1,000/yr
“Minimum annual fees of $1,000 may apply.”

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

How Three Magnolias Financial Advisors bills

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

  • “Accounts held at Schwab are invoiced quarterly in advance.”
  • “The fees paid to Three Magnolias in these accounts are negotiable.”
  • “If management begins after the start of a quarter, fees will be prorated accordingly.”

How Three Magnolias Financial Advisors’ fees compare

  • Its hourly rate of $150 is below the North Carolina median of $300. 2% of the 177 other North Carolina planners that publish an hourly rate charge less.
  • None of the 4 other planners in Winston Salem that publish an hourly rate charge less.
  • Its annual fee of $1,000 is below the North Carolina median of $6,000. 2% of the 49 other North Carolina planners that publish an annual fee charge less.

About Three Magnolias Financial Advisors

“Three Magnolias provides financial planning, portfolio management and general consulting services to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Jennifer W. Johnson
  • Firm size: 7 employees.
  • Registered as an adviser: 2001 (25 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting

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
2% a year
Minimum
$100,000 in assets (stated in brochure)
Clients
599
Employees
7
Works with
Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
Assets managed
$487,056,157
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
114471
Website
threemagnoliasfinancialadvisors.com (opens in new tab)
Phone
(336) 701-1600

Can advise clients in 9 states: California, Florida, Georgia, North Carolina, New Hampshire, Pennsylvania, South Carolina, Texas, Virginia

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