Magnolia Private Wealth, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Magnolia Private Wealth is an SEC-registered advisory firm that serves individual clients (including high-net-worth households), trusts, estates, pension and profit-sharing plans, charitable organizations, and employer-sponsored retirement plans. The firm offers financial planning, discretionary portfolio management, employee benefit plan services, and, for qualified investors, access to private fund investments.
Magnolia customizes plans and ongoing management to clients’ objectives and risk tolerances, employing a mix of fundamental and technical analysis and conducting formal account reviews at least annually. The firm requires clients to custody assets at major custodians (Schwab or Fidelity) for execution and reporting, and it monitors accounts on a continuous basis.
A distinguishing feature is Magnolia’s affiliation with an accounting firm, Chris J. Roe CPA, and with Yankee Advisor Network, an insurance brokerage general agency; the firm may refer clients to those affiliates for tax, accounting, or insurance services, which creates an economic incentive to use affiliated providers. Operating with a four-advisor team and roughly $272 million in assets under management, Magnolia also emphasizes employee-plan consulting and the ability to offer private fund opportunities to accredited or qualified investors, which is less common for teams of this size.
Client services
Expertise
Fee options
$1,000 to $45,000 depending on assets and complexity for Financial Planning Services; $1,500 to $45,000 annually for Employee Benefit Plan Services
$0+: up to 1.5% per year for Portfolio Management Services $0+: up to 0.50% per year for Employee Benefit Plan Services
Up to $500 per hour for Financial Planning Services
Main office
See office1845 Walnut Street, Suite 1601
Philadelphia PA 19103
Advisors at this office
2
Offices (3)
Most active in
Connecticut · Florida · New Hampshire · New Jersey · New Mexico · New York · Pennsylvania · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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.
Quick links
Advisors at this firm
John F
Series 65
Philadelphia, PA
Magnolia Private Wealth, LLC
John Fischer Jr. is a Series 65-licensed advisor with Magnolia Private Wealth, LLC, based in Philadelphia, PA, bringing 12 years of industry experience. He previously spent 21 years at Andalusian Wealth Management, LLC. Magnolia Private Wealth is an SEC-registered advisory firm serving individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, and employer-sponsored retirement plans. The firm provides customized financial planning and discretionary portfolio management, using both fundamental and technical analysis, and offers access to private fund investments for qualified investors.
Chris R
PFS™, Series 63, Series 66
Presto, PA
Magnolia Private Wealth, LLC
Chris Roe is a financial advisor at Magnolia Private Wealth, LLC with 25 years of industry experience. He holds the PFS™ designation and Series 63 and 66 licenses. His prior roles include long tenures at Waldron Private Wealth and Rx Wealth Advisors, LLC. Outside of advisory work, he operates a CPA practice and manages several business ventures including real estate and tax advisory services. Magnolia Private Wealth is an SEC-registered firm serving individuals, trusts, estates, retirement plans, and charitable organizations. The firm offers customized financial planning and portfolio management, combining fundamental and technical analysis, and provides access to private fund investments for qualified clients.
Noah S
CFP®, Series 66
Newtown, CT
Magnolia Private Wealth, LLC
Noah Schwartz is a CFP® with 20 years of industry experience, currently serving at Magnolia Private Wealth, LLC. He has held roles at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services, Inc. since 2014 and operates his own advisory business since 2010. Outside of his advisory work, he is a member of Yankee Advisor Network, an insurance agency. Magnolia Private Wealth is an SEC-registered firm that serves individuals, trusts, estates, pension plans, charitable organizations, and employer-sponsored retirement plans. The firm offers customized financial planning and portfolio management, emphasizing employee-plan consulting and access to private fund investments for qualified investors.
Larry P
Series 65
Philadelphia, PA
Magnolia Private Wealth, LLC
Larry Peery is a financial advisor at Magnolia Private Wealth, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at Cavria Advisors, LLC since 2016. Outside of his advisory role, Peery is a partner at FA Digital, LLC, a non-investment-related business. Magnolia Private Wealth is an SEC-registered advisory firm that manages approximately $225.7 million for around 159 clients. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, and other entities, using a combination of fundamental and technical analysis to tailor portfolios to clients’ objectives and needs.
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