# Magellan Planning Group

> Magellan Planning Group is an SEC-registered investment advisory firm in Atlanta, GA, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 338739
- Filed as: MAGELLAN PLANNING GROUP
- Legal name: Magellan Planning Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Atlanta, GA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/338739
- AdvisorCensus page: https://advisorcensus.com/firm/magellan-planning-group-atlanta-ga-338739

## Quick answers

**How is Magellan Planning Group compensated?**
On its Form ADV (Item 5.E, October 2026), Magellan Planning Group reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Magellan Planning Group located?**
Magellan Planning Group's principal office is in Atlanta, GA, according to its Form ADV.

**Is Magellan Planning Group registered with the SEC or a state?**
Magellan Planning Group is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 338739.

**How much does Magellan Planning Group manage?**
Magellan Planning Group reports $209,983,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (94% discretionary).

**What types of clients does Magellan Planning Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (186); high net worth individuals (61); corporations or other businesses not listed above (4).

**Which custodians does Magellan Planning Group use?**
Magellan Planning Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Magellan Planning Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/338739

**Does Magellan Planning Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 31, 2026 says: "The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $250,000. However, based on facts and circumstances the Advisor may, at its sole discretion, accept accounts with a lower value."

**What changed in Magellan Planning Group's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $0 to $209,983,000. Employees performing advisory functions went from 2 to 3.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 31, 2026)

- Account minimum: $250,000 (the brochure says it may be waived or negotiated)

> The Advisor’s cumulative minimum account requirement for opening and maintaining an account is $250,000. However, based on facts and circumstances the Advisor may, at its sole discretion, accept accounts with a lower value.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $209,983,000
- Discretionary: $196,561,236
- Non-discretionary: $13,421,764

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 186 | $58,513,000 |
| High net worth individuals | 61 | $147,520,000 |
| Corporations or other businesses not listed above | 4 | $3,950,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: GA, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- magellanplanning.com
- Facebook @magellanplanning
- LinkedIn @magellan-planning-group

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $0 to $209,983,000.
- Employees performing advisory functions went from 2 to 3.

### February 2026
- Newly registered with the SEC.
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Magellan Planning Group (CRD 338739): Form ADV filing data as of October 2026.