Company Information

Get to know Magellan Planning

Magellan Planning Group is a fee-only, independent wealth management firm that acts as a fiduciary for its clients. Founded in 2002 and based in South Carolina, the company provides personalized financial planning, investment management, and retirement planning services. Their mission is to help clients achieve their financial goals through a disciplined, long-term, and evidence-based approach to managing wealth.

Industry

Financial Wealth ManagementPRIMARY
Financial Legal Service

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Magellan Planning

United States

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OVERALL SCORE

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Markets.com

(326 reviews)

United States

2008

(18 years)

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Security Information

Warning

This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.