Advisor at Magnolia Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Magnolia Wealth Management LLC
Location
Dothan, AL 36305
Credentials
Series 63, Series 66
Industry experience
21 years
Edwin Cox is a financial advisor at Magnolia Wealth Management LLC with 21 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Magnolia Wealth Management since 2018, following prior roles at J. W. Cole Advisors, Inc. and J.W. Cole Financial, Inc. Outside of his advisory work, Cox serves as a board member of the Dothan Rescue Mission and teaches seminars on federal employee benefits at a local military base and postal service. Magnolia Wealth Management is an SEC-registered investment adviser serving individual and high-net-worth clients with discretionary asset management and fee-based financial planning, focusing on business and retirement planning. The firm employs fundamental analysis and Modern Portfolio Theory to create tailored asset allocations, managing accounts primarily on a discretionary basis.
Based on Magnolia Wealth Management LLC
$0 - $250,000: 1.40% annually $250,000.01 - $500,000: 1.30% annually $500,000.01 - $1,000,000: 1.25% annually $1,000,000.01 - $2,000,000: 0.95% annually $2,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: Negotiable
$200 per hour for financial planning and consulting services if not paying for portfolio management
Account minimum: $250,000
1535 Honeysuckle Road
Dothan, AL 36305
Alabama · Florida · Georgia
Magnolia Wealth Management LLC
2018 - Present (8 years)
J. W. Cole Advisors, Inc.
2015 - 2019 (4 years)
J.W. Cole Financial, Inc
2015 - 2019 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 65
Dothan, AL
Legacy Wealth Management Group, LLC
Series 65
Dothan, AL
Magnolia Wealth Management LLC
Series 65
Dothan, AL
CapSouth Wealth Management
CFP®, PFS™, Series 65
Dothan, AL
Jackson Thornton Wealth Management, LLC
CFP®, Series 63, Series 65
Dothan, AL
CapSouth Wealth Management
Series 66
Dothan, AL
CapSouth Wealth Management
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")