MAGNOLIA FINANCIAL PLANNING SERVICES, INC.
CRD #135759 SEC #801-114454 SENECA, SC 864-886-9766
SEC Registered Private Funds
Total AUM
$191.5M
Discretionary
$191.5M
Employees
4
Clients
251
Accounts
252
Firm Details
- Organization Type
- Corporation
- State of Formation
- South Carolina
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Mar 28, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| BRYANT, ROBBY | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| BRYANT, ROBBY, THOMAS | I | PRESIDENT, CHIEF COMPLIANCE OFFICER | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| LANDRY, PATRICIA, ANN | I | VICE-PRESIDENT | D | Control |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | D | Control |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | D | Control |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | D | Control |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | D | Control |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | D | Control |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | D | Control |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | D | Control |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | D | Control |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B | |
| WHITE, JASON, SIDNEY | I | VICE-PRESIDENT | B |
Registrations
Federal
IA
Mar 28, 2025 REGISTERED
Notice Filings (6)
FL GA NC NH SC TX
Address
414 OLD CLEMSON HIGHWAYSENECA, SC 29672
United States
Phone: 864-886-9766