A complete list of active advisors currently associated with Magellan Planning Group

Warmer can help you find a great advisor at Magellan Planning Group or one who fits your needs even better.

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.

To learn more about the advisors currently working at Magellan Planning Group, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.