MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

Overview

Magnolia Financial Planning Services, Inc. is an independent registered investment adviser that focuses on financial planning and discretionary portfolio management for individuals, families and small businesses. The firm runs a fee model that includes a percentage of assets under management, hourly charges and the option of performance-based fees, and it does not mark itself as an active ESG investor. Magnolia’s advisory activity includes both planning and hands-on portfolio oversight; it also maintains industry roles such as accountant and sponsor, and serves as a general partner or managing member for pooled investment vehicles it oversees. Investment practice centers on pooled public vehicles—primarily mutual funds—and scaled, discretionary asset management rather than concentrated single-stock bets. Magnolia uses third-party managers for certain alternative strategies and sponsors at least one private pooled vehicle, indicating a willingness to combine traditional public-market allocations with selectively managed private and alternative exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices