SEC-registered firm
Registration does not mean the SEC approves or recommends the firm, and it does not imply a certain level of skill or training.
Magellan Planning Group
Atlanta, GA
Magellan Planning Group, Inc., CRD 338739
Firm filing updated March 31, 2026 ·
- $210MAssets
- 3Advisory staff
- 420Accounts
Fees and minimums
All fee types on the form
- Percentage of assets under managementYes
- Fixed feesYes
- Hourly chargesNo
- Subscription fees (for a newsletter or periodical)No
- CommissionsNo
- Performance-based feesNo
- OtherNo
Who the firm serves
- Individuals186
- High net worth individuals61
See the client table
| Client type | Approximate number of clients | Assets |
|---|---|---|
| Individuals (other than high net worth) | 186 | $58.5 million |
| High net worth individuals | 61 | $147.5 million |
| Corporations or other businesses not listed above | Fewer than 5 clients | $4.0 million |
What the client labels mean
Here, "individuals" includes trusts, estates, and IRAs of individuals. A "high net worth individual" is a qualified client or qualified purchaser.
Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Financial planning services
- Portfolio management for individuals and/or small businesses
Assets and accounts
- Regulatory assets$210.0 million
- Accounts420
- Discretionary$196.6 million · 381 accounts
- Non-discretionary$13.4 million · 39 accounts
People
- Employees3
- Advisory staff3
- Broker-dealer reps0
- Licensed insurance agents1
- Planning clients0
Advisors
1 advisors with a profile on Advisable
Listed A to Z by last name. Not a ranking.
Registration details
- Legal name: Magellan Planning Group, Inc. SEC-registered investment advisor. CRD 338739, SEC file 801-134622.
- Registered with the SEC as an investment advisor (status date on record: January 5, 2026).
Is Magellan Planning Group a fiduciary?
Short answer: Magellan Planning Group is registered with the SEC as an investment advisor.
More detail
Some of its people may also act in other roles, such as for a broker-dealer or as insurance agents, where different rules apply. Details below.
The SEC put it this way in 2019: 'Under federal law, an investment adviser is a fiduciary.'
1 staff member is a licensed insurance agent.
The firm's Form CRS explains its services, fees and conflicts in plain language: Form CRS.
About this data
Informational only. Advisable Finance is not an investment advisor, does not give investment advice, and does not endorse any advisor.