MAGNOLIA FINANCIAL PLANNING SERVICES, INC.

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Adviser Profile
As of Date 07/08/2024
Adviser Type - Large advisory firm
Number of Employees 4
of those in investment advisory functions 3
Registration Florida, Terminated, 12/27/2018
Other registrations (4)
AUM* 174,233,322 14.72%
of that, discretionary 174,233,322 14.72%
Private Fund GAV* 8,787,173 100.00%
Avg Account Size 677,951 231.21%
% High Net Worth 30.74% -1.14%
SMA’s Yes
Private Funds 1
Contact Info 864 xxxxxxx

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals
- Pooled investment vehicles

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses

Compensation Arrangments

- A percentage of assets under your management
- Hourly charges
- Performance-based fees

Recent News

Reported AUM

Discretionary
Non-discretionary
152M 130M 108M 87M 65M 43M 22M
2018 2019 2020 2021 2022 2023

Private Funds



Employees

Private Funds Structure

Fund Type Count GAV
Fund TypeHedge Fund Count1 GAV$8,787,173

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Brochure Summary

Overview

A. Magnolia Financial Planning Services, Inc. is a comprehensive financial planning firm that has been in business since 1994. Magnolia is owned by Robby T. Bryant, CFP, CEA and Jason S. White, CFP, CPA. B. We provide financial planning advice in the areas of retirement, investment, tax, insurance and estate planning. C. Magnolia analyzes, in detail, the client's current financial position including assets, liabilities, cash management, employee benefits, insurance, estate plan and other detailed factors pertaining to client 's financial position, individual goals and future objectives. After collection of all data and documents, Magnolia processes and coordinates all information gathered,
assimilates all aspects pertaining to the client’s case, projects known conditions into future assumptions, and makes recommendations in a written, concise, personalized financial plan aimed at improving asset utilization, capital accumulation and goal achievement. Clients may impose restrictions on investing in certain securities or types of securities Magnolia makes a supplemental analysis in each subsequent year and updates, in writing, those as necessary in relation to conditions existing at the time of each annual review. D. We do not participate in wrap fee programs. We currently manage $174,233,322 in assets as of March 2024, of which all is discretionary management.