Magness Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Magness Wealth Management is a fee-only registered investment adviser that provides discretionary portfolio management and both ongoing and project-based financial planning to individuals, high-net-worth clients, and businesses. The firm also facilitates introductions to third‑party professionals and may recommend outside managers or custodial platforms to implement client strategies.
The firm’s investment approach combines modern portfolio theory with both passive and active techniques, using fundamental, technical, and charting analysis to construct portfolios of stocks, bonds, mutual funds, and ETFs. It may allocate to outside managers or model portfolios (including through AssetMark and a model marketplace) and discloses periodic use of third‑party AI tools to supplement research, with human review of AI outputs.
Notable distinctions from many small independent advisers include its recent formation as an LLC with a single registered advisor while relying on institutional platform services (Altruist’s custody and model marketplace, and optional AssetMark access) rather than operating as a traditional solo practitioner. The firm’s brochure also discloses non‑investment outside business activities (house/farm sitting) and explicit AI disclosures, both of which are uncommon features to see highlighted in a firm of this size.
Client services
Expertise
Fee options
Initial financial planning fee up to $500; project-based fixed fees $1,000 to $15,000
$0 - $1,000,000: 1.00% $1,000,001 - $2,500,000: 0.85% $2,500,001 - $5,000,000: 0.75% $5,000,000+: 0.50%
$100 per hour
Ongoing financial planning annual fixed fee ranging from $1,000 to $15,000
Fee-only: Financial planning fees including initial fixed fees up to $500, ongoing fixed annual fees $1,000 to $15,000, and project-based fees ranging from $1,000 to $15,000; hourly rate $100 per hour
Main office
Tionesta PA
Advisors at this office
1
Most active in
Pennsylvania
Also doing business as
Magness Wealth Management · Magness Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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