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MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

SENECA, SC · CRD 135759 · IAPD ↗ · 864-886-9766

$225.7MRegulatory AUM
3Advisory reps
4Employees
0Clients
251-500Planning clients
1Private funds
6States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

58
April 2024 — MAGNOLIA FINANCIAL PLANNING SERVICES, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.