MAGNOLIA FINANCIAL PLANNING SERVICES, INC. - Financial Advisor in South Carolina, Seneca

Tel: 864-886-9766 414 Old Clemson Highway Seneca, South Carolina 29672

About MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

MAGNOLIA FINANCIAL PLANNING SERVICES, INC. is a Seneca, South Carolina based financial advisory firm with nearly $174,233,322 in assets under management and provides investment advisory services for 257 clients. There are currently 4 financial advisors at the firm.

General Information

Firm CRD#:

135759

Firm SEC#:

801-114454

Assets Under Management:

$174,233,322

No. of Clients:

257

No. of Advisors:

Advisory Services Provided:

Financial planning services
Portfolio management for individuals and/or small businesses

Fee Structure:

A percentage of AUM, Hourly charges, Performance Based

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