Magnolia Financial Planning Services, Inc.

Magnolia Financial Planning Services, Inc. (CRD# 135759) is a financial advisory firm headquartered in Seneca, SC. They manage $174,233,322 in 257 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
414 Old Clemson Highway, Seneca, SC 29672
By the Numbers
  • Total Assets Under Management
    174
    MILLION
  • Total Number of Accounts
    257
    ACCOUNTS
  • Average Account Value
    $677,951
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, GA, NC, NH, SC, TX

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

Robby Bryant (CRD# 2948042) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 26 years of experience in the finance industry.

2
Lowell Macher, financial advisor Seneca SC
Lowell E. Macher
CRD#: 2846041
414 Old Clemson Highway, Seneca, SC 29672

Lowell Macher (CRD# 2846041) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 27 years of experience in the finance industry.

3
Jason White, financial advisor Seneca SC
Jason S. White
CRD#: 5460559
414 Old Clemson Highway, Seneca, SC 29672

Jason White (CRD# 5460559) is an Investment Advisor Representative working at Magnolia Financial Planning Services, Inc. in Seneca, SC and has over 12 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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