Magellan Planning Group

Overview

Magellan Planning Group is an independent, privately owned registered investment adviser that provides financial planning and portfolio management for individuals, families and small businesses, and also works with institutional clients. The firm charges clients either a percentage of assets under management or fixed fees. Magellan does not position itself as a capital allocator or pension consultant, and its filings indicate it is not an active ESG investor or a multi-state adviser. Advisory activity centers on financial planning and discretionary portfolio management for individual and small-business clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices