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 63
Industry experience
17 years
$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 received from insurance and annuity sales by insurance companies; commissions not primary source of compensation
Financial planning hourly fee of $250/hour, negotiable
Performance-based fees charged only through pooled investment funds
Account minimum: $250,000 Minimum fee: $2,500 minimum, fees are negotiable Fee-only: Financial planning hourly fee of $250/hour, negotiable
Payne, White, & Schmutz Cpa Pa
2019 - Present (7 years)
Cetera Financial Specialists LLC
2011 - Present (15 years)
Cetera Investment Advisers Llc
2011 - Present (15 years)
Infinity Wealth Group, Llc
2007 - Present (19 years)
Byerley, Payne & White, Cpa Pa
2004 - 2019 (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®, Series 66
Seneca, SC
Edward Jones
Series 66
Clemson, SC
Edward Jones
Series 66
Seneca, SC
Edward Jones
Series 66
Westminster, SC
Edward Jones
CFP®, Series 63, Series 66
Seneca, SC
Edward Jones
CFP®, Series 66
Anderson, SC
Edward Jones
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")