MAGELLAN PLANNING GROUP

Overview

Magellan Planning Group is an independent registered investment adviser operating as a corporation with individual ownership. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, and it also serves some institutional relationships. Fee arrangements mix a percentage-of-assets model with fixed fees for planning or advisory engagements. The firm reports a bias toward equities as its primary allocation preference and lists exchange-traded securities as its most-used asset type. Magellan Planning Group is not positioned as a capital allocator or pension consultant and does not identify as an active ESG investor. Its industry affiliation includes a relationship with a law firm, which can reflect either a referral/strategic affiliation or a client-adviser connection. Investment management is delivered on a discretionary basis for the bulk of client assets, with a smaller non-discretionary sleeve retained.

Assets & Accounts

Public Holdings

Location & Offices