Magellan Planning Group

Overview

Magellan Planning Group is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves both individual & family clients and institutional relationships, providing financial planning and portfolio management for individuals and small businesses. Its fee model combines asset-based fees and fixed fees. Magellan does not self-identify as an active ESG investor, and it reports neither multi-state adviser status nor pension consulting. An industry affiliation with a law firm is noted. The firm’s SEC registration is recorded for 2026. Day-to-day investment decisions appear oriented toward discretionary management, with the firm operating as a boutique RIA rather than a capital allocator or a multi-adviser platform.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices