Fee-only adviser · Spring, TX
Magnolia Wealth
Magnolia Wealth is a fee-only investment adviser registered with the securities regulator of Texas, with its main office in Spring, Texas. On its latest Form ADV, filed August 10, 2026, it reports $102M in regulatory assets under management, 155 individual clients and 4 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Texas |
|---|---|
| Firm CRD number | 330124 |
| Office | 8900 Eastloch DR., Bldg 105 Spring, TX 77379 |
| Phone | (281) 576-9531 |
| Website | www.magnolia-wealth.com |
| Regulatory assets under management | $102M |
| Individual clients | 107 non-high-net-worth, 48 high-net-worth |
| Financial planning clients | 101-250 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 7 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 10, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Spring
- Personal Prosperity LLC $22M
- Sonnet, LLC $148M
See all 3 fee-only advisers in Spring →
Nearby
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- The Woodlands 29 firms
- Woodlands 1 firm
- Tomball 1 firm
- Cypress 2 firms
- Kingwood 3 firms
- Houston 157 firms
- Montgomery 3 firms
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