Magellan Financial Solutions LLC
SEC RegisteredA Fresh Approach to Planning Your Financial Future
About the firm
Magellan Financial Solutions is a boutique consultative wealth management firm that offers expertise and advice to help clients make better financial decisions. The firm provides wealth management, investment management, and strategic business development services.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management, investment management with customized investment strategies, strategic business development, and access to a personal financial management website.
Who they serve
Individuals seeking financial advice, those with special situations, those just starting out, and business owners who need financial expertise to ensure and sustain growth.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 22 | $13M |
| High Net Worth Individuals | 21 | $25M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $499,999 | 1.50% |
| $500,000 - $999,999 | 1.25% |
| $1,000,000 - $1,999,999 | 1.00% |
| $2,000,000 - $4,999,999 | 0.75% |
| $5,000,000 and higher | 0.60% |
Data as of March 5, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Magellan Financial Solutions LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched