Magnus Financials LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm serves individual investors and small businesses, offering financial planning, non‑discretionary portfolio advisory for individuals and small businesses, and targeted financial consulting such as small‑business valuation work. It also provides educational seminars and workshops in a small‑group format and maintains a referral program to connect clients with outside specialists when needs fall outside the firm’s services.
The firm’s investment approach centers on strategic asset allocation supported by top‑down and fundamental analysis, with target allocations set collaboratively and periodic (quarterly) reviews to rebalance and update recommendations. Advice is delivered on a non‑discretionary basis—clients retain custody of assets and implement trades themselves—and the firm documents and tailors recommendations to client restrictions and stated preferences.
Distinctive features include a mix of billing arrangements (hourly, firm‑fixed and flat seminar fees) rather than relying solely on asset‑based fees, and an affiliation through common ownership with a real estate brokerage and an insurance agency; the brochure discloses these related‑party relationships and describes written procedures to manage resulting conflicts. The firm is newly organized in 2026, offers portfolio advisory services without taking custody or discretionary authority, and does not act as a private‑fund adviser.
Client services
Expertise
Occupation focus
Fee options
Flat fees may be charged for financial consulting services based on statement of work; educational seminars/workshops fees typically $100-$200 per session per person
0.25% annually (or $1000/year minimum)
Typically $100/hour for financial planning and consulting services
Minimum fee: Minimum fee of $1000 per year for portfolio advisory services if assets under advisement are less than $400,000 Fee-only: Financial planning and financial consulting services charged on hourly or fixed fee basis; typical hourly rate $100/hour; fixed fees negotiated case-by-case
Main office
24805 Pinebrook Road, Suite 209
Chantilly VA 20152
Advisors at this office
1
Most active in
Virginia
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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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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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