THREE MAGNOLIAS FINANCIAL ADVISORS
SEC RegisteredStrong Roots. Strategic Growth.
About the firm
Three Magnolias Financial Advisors is a boutique financial advisory firm offering personalized guidance for every stage of life—from a first investment to a lasting legacy. The firm operates with a fiduciary standard, utilizing a high-tech, high-touch service model to help individuals, families, and small businesses make confident, informed financial decisions.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personalized financial guidance for every stage of life, including wealth building, retirement preparation, and estate planning, delivered with fiduciary advice and a high-tech, high-touch service model.
Who they serve
Individuals, families, and small businesses
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 144 | $110M |
| High Net Worth Individuals | 455 | $349M |
| Charitable Organizations | 19 | $28M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
5 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Schwab - First $2,500,000 | 1.50% |
| Schwab - Next $2,500,000 | 1.25% |
| Schwab - Balance above $5,000,000 | 1.00% |
| Sub-Advisor - First $2,500,000 | 2.00% |
| Sub-Advisor - Next $2,500,000 | 1.75% |
| Sub-Advisor - Balance above $5,000,000 | 1.50% |
Data as of March 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
Find an advisor that fits
Search AdvisorFinder's marketplace to compare financial advisors by specialty, location, fees, and more.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. THREE MAGNOLIAS FINANCIAL ADVISORS 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.