Magellan Planning Group
SEC RegisteredAlign Your Wealth, Tax, & Legal Plans with Your Goals
About the firm
Magellan Planning Group is an independent wealth, tax, and legal firm that helps individuals, families, and business owners in Atlanta and across the U.S. simplify complexity, preserve what they've built, and regain valuable time. With a comprehensive approach and deep industry insight, we streamline decision-making and help your legacy endure for generations to come.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth services including investment management, estate structuring, and generational planning; tax services including strategic tax planning and optimization; legal services including trusts, asset structuring, and legacy planning; and business services integrating financial, tax, and legal strategies for growth, succession, and transition.
Who they serve
Individuals, families, business owners, high-net-worth individuals and families, pre-retirees and retirees, and charitable trusts.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 186 | $59M |
| High Net Worth Individuals | 61 | $148M |
251 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Over $50 million | 0.50% |
| First $500,000 | 1.50% |
| $500,001 – $1 million | 1.25% |
| $1,000,001 – $5 million | 1.00% |
| $5,000,001 – $10 million | 0.85% |
| $10,000,001 – $50 million | 0.75% |
Data as of March 31, 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 Planning Group 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