Magellan Planning Group

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Client assets under management

$206,033,000

Clients

247

25% high-net worth

Advisors

of 3 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$834,142

About

Magellan Planning Group provides fee-based investment advisory and financial planning services to individuals, trusts, estates, and charitable organizations, offering customized portfolio management on a discretionary basis. The firm generally charges fees as a percentage of assets under management and tailors services to clients’ stated objectives and restrictions.

The firm employs a tactical allocation approach intended to reduce risk and improve performance, drawing on fundamental, technical, and cyclical analysis and using cash positions or targeted stock selections as tactical tools. It also leverages third‑party model portfolios — including Morningstar Select Stock Baskets and Wide Moat Stock models — and reports managing the majority of client assets on a discretionary basis (approximately $196.6 million discretionary versus $13.4 million non‑discretionary).

Noteworthy distinctions include an affiliation with a law firm: the firm’s principal maintains a legal practice and the brochure discloses that advisory clients may be referred to that law firm, a relationship identified as a potential conflict of interest. The firm’s stated $250,000 account minimum and its reported $209.98 million in AUM across 247 clients (implying an average account size near $850,000), together with its representatives’ insurance licenses, suggest a focus on larger or more complex client relationships rather than mass‑market retail clients.

Client services

Financial planning Portfolio management

Expertise

Cash flow / budgeting

Fee options

Fixed

$1,200 fixed fee for financial planning services

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.25% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.85% $10,000,001 - $50,000,000: 0.75% $50,000,001+: 0.50%

Other

Account minimum: $250,000 Fee-only: $1,200 fixed fee for financial planning services; may be waived if client has assets under management with the Advisor

Main office location

Magellan Planning Group

4170 Ashford Dunwoody Rd., Suite 480

Atlanta GA 30319, United States

Number of offices

Most active in

Georgia · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Lawyer

They provide legal services, typically billed separately.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 404-257-8811

Advisors at this firm

Cameron B

Series 63, Series 65

Atlanta, GA

Magellan Planning Group

Cameron Bozeman is an advisor at Magellan Planning Group in Atlanta, GA, with 18 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Cetera and Cetera Wealth Services, LLC before joining Magellan Planning Group in 2015. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis and offers discretionary portfolio management along with customized financial planning.

Cash flow / budgeting

J M

CFP®, Series 63, Series 65

Atlanta, GA

Magellan Planning Group

J Meaders is a CFP® professional with 27 years of industry experience, currently serving as an advisor at Magellan Planning Group in Atlanta, GA. He has held roles at Cetera, Cetera Wealth Services, and Voya Financial Advisors. In addition to his financial advisory work, Meaders is a partner at Magellan Legal, LLC, where he practices estate planning and probate law. Magellan Planning Group is an SEC-registered investment adviser that offers fee-based investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and charitable organizations. The firm employs a tactical allocation approach combining fundamental, technical, and cyclical analysis, and may use customized model portfolios including Morningstar’s Select Stock Baskets and Wide Moat models.

Cash flow / budgeting

Martin L

Series 63, Series 65

Atlanta, GA

Magellan Planning Group

Martin Lysaght is a financial advisor with Magellan Planning Group in Atlanta, GA, holding Series 63 and Series 65 licenses and having 18 years of industry experience. He previously worked for Bey-Douglas, LLC Investment Counsel for 13 years before joining Magellan Planning Group. Magellan Planning Group is an SEC-registered investment adviser that provides fee-based investment advisory and financial planning services to individuals, high-net-worth individuals, trusts, estates, and charitable organizations. The firm uses a tactical allocation approach that incorporates fundamental, technical, and cyclical analysis, employing a mix of long- and short-term positions and cash hedges, and may implement customized model portfolios.

Cash flow / budgeting

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