Magnolia Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Magnolia Wealth is a state-registered advisory firm that works primarily with individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm reports roughly $101.5 million in assets under management and charges asset-based advisory fees for ongoing portfolio oversight.
The firm’s investment program draws on a mix of analytical methods (fundamental, technical, quantitative, and modern portfolio theory) and the brochure discloses use of options, margin/borrowing and other leveraged techniques, with attendant risk disclosures and periodic supervisory reviews. Magnolia Wealth also integrates tax services into its offering—providing annual personal tax return preparation for eligible advisory households—and includes financial planning with portfolio management engagements.
Noteworthy differences from many peers include the firm’s connection to insurance and tax businesses: several supervised persons are licensed insurance agents and the firm’s principal conducts tax and insurance activities, a relationship the brochure identifies and says is managed through disclosures and procedures. The firm also describes use of AI-enabled tools for internal processes, refers clients to a digital/hybrid estate-planning platform, and has raised its stated account minimum while retaining discretion to waive it for certain clients.
Client services
Expertise
Occupation focus
Fee options
Negotiated one-time fee for estate plan services, memorialized in a disclosure agreement.
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001 - $3,000,000: 0.70% $3,000,001 - $5,000,000: 0.65% $5,000,001+: 0.50%
Account minimum: $1,000,000 Fee-only: Fixed fee for financial planning up to $100,000 maximum depending on complexity; fees billed upon execution of agreement.
Main office
8900 Eastloch Dr., Bldg 105
Spring TX 77379
Advisors at this office
4
Most active in
Texas
Also doing business as
Huber Wealth Management, LLC · Magnolia Wealth · Magnolia Wealth Advisors · Magnolia Wealth Advisors 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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
Quick links
Advisors at this firm
Shane B
Series 65
Spring, TX
Magnolia Wealth
Shane Bilski is a financial advisor at Magnolia Wealth with a Series 65 designation and one year of industry experience. His previous roles include positions at Four Season Development and First National Bank of Bellville. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a mix of analytical techniques and incorporates tax services alongside portfolio management.
Joshua C
Series 65
Spring, TX
Magnolia Wealth
Joshua Chandler is a financial advisor at Magnolia Wealth with a Series 65 credential and two years of industry experience. His prior work history includes roles at Metamorphic Capital, Goode Co, and positions in the retail and automotive sectors. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a range of analytical investment methods and incorporates tax services and financial planning alongside portfolio management.
Andrew H
Series 63, Series 65
Spring, TX
Magnolia Wealth
Andrew Huber is a financial advisor with Magnolia Wealth in Spring, TX, holding Series 63 and Series 65 licenses and 14 years of industry experience. His prior roles include positions at Teamwork Financial, Intrua Financial, LPL Financial, and First Command Advisory Services. He is also a licensed insurance agent and an enrolled agent accountant who provides tax preparation services without charge. Magnolia Wealth is a state-registered advisory firm serving individual and high-net-worth clients with discretionary portfolio management and comprehensive financial planning. The firm employs a range of analytical investment methods and incorporates tax services, insurance activities, and AI-enabled tools as part of its overall approach.
James O
Series 63, Series 65
Spring, TX
Magnolia Wealth
James O Neill is a financial advisor at Magnolia Wealth with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Magnolia Wealth since 2026. His prior experience includes positions at Intrua Financial and Corda Investment Management. Magnolia Wealth serves individual and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm employs a variety of analytical methods and integrates tax services alongside portfolio management.
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