Magnus Financials LLC

Overview

Magnus Financials LLC is organized as a limited liability company under individual ownership and presents itself as a small advisory practice focused on planning and portfolio work for private clients. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and educational seminars or workshops. The firm lists a mix of fee approaches — percentage of assets under management, hourly billing, fixed fees and other fee arrangements — rather than a single billing model. Public filing details are sparse: the year of any SEC registration is not provided and the firm is categorized as unclassified in the available snapshot. Magnus Financials does not identify as an active ESG investor, does not act as a capital allocator, and is not flagged as a multi-state adviser, pension consultant, or related adviser. Industry affiliations include ties to an insurance company and a real estate broker, which may reflect either owner background or referral/partner relationships.

Assets & Accounts

Location & Offices