Magnolia Financial Planning Services, Inc.

Magnolia Financial Planning Services, Inc. (CRD# 135759) is a financial advisory firm headquartered in Seneca, SC. They manage $65,483,803 in 906 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    906
    ACCOUNTS
  • Average Account Value
    $72,278
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

GA, NC, SC

Financial Advisors at Magnolia Financial Planning Services, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Robby T. Bryant
CRD#: 2948042
414 Old Clemson Highway, Seneca, SC 29672
96
Wealthminder
score

Robby Bryant (CRD# 2948042) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 19 years of experience in the finance industry. Robby Bryant has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Lowell E. Macher
CRD#: 2846041
414 Old Clemson Highway, Seneca, SC 29672
93
Wealthminder
score

Lowell Macher (CRD# 2846041) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 19 years of experience in the finance industry.

3
Jason S. White
CRD#: 5460559
414 Old Clemson Highway, Seneca, SC 29672
93
Wealthminder
score

Jason White (CRD# 5460559) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 5 years of experience in the finance industry. Jason White has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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