Advisor at Magnolia Financial Planning Services, Inc.
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 Financial Planning Services, Inc.
Location
Seneca, SC 29672
Credentials
CFP®, Series 65
Industry experience
17 years
Robby Bryant is a CFP® professional with 17 years of industry experience, currently affiliated with Magnolia Financial Planning Services, Inc. He has worked at Veridos Capital LLC since 2022 and has been with Magnolia Financial Planning Services since 1998. Bryant serves as a general partner and managing member of the Veridos Income Stability Fund, a pooled investment vehicle. Magnolia Financial Planning Services, Inc. provides comprehensive financial planning and discretionary portfolio management to individuals, trusts, and employer retirement plans, including high-net-worth clients. The firm employs a valuation-driven stock selection and risk-management approach and offers integrated retirement, tax, insurance, and estate planning alongside regular investment monitoring and reporting.
Based on Magnolia Financial Planning Services, Inc.
Based on Magnolia Financial Planning Services, Inc.
$100,000 - $1,000,000: 2.0% $1,000,000 - $2,000,000: 1.5% $2,000,000 - $3,000,000: 1.0% $3,000,000 - $4,000,000: 0.9% $4,000,000 - $5,000,000: 0.8% $5,000,000 - $6,000,000: 0.7% $6,000,000 - $7,000,000: 0.6% $7,000,000+: 0.5%
Commissions from insurance products and annuities paid by insurance companies; not primary source of compensation
Financial planning hourly fee: $250 per hour, negotiable
Performance-based fees charged through pooled investment funds only
Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee, negotiable Fee-only: Annual comprehensive financial planning and investment management fees, negotiable
414 Old Clemson Highway
Seneca, SC 29672
Florida · Georgia · North Carolina · South Carolina · Texas
Veridos Capital LLC
2022 - Present (4 years)
Magnolia Financial Planning Services, Inc.
1998 - Present (28 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
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.
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.
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.
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