# James ONeill

> James ONeill is a fee-only financial advisor at Magnolia Wealth in Spring, Texas. James focuses on retirement planning, estate & legacy planning and small business owners. Magnolia Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/james-oneill/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Magnolia Wealth
- **Based in:** Spring, Texas
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $101.5M across 530 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners, Pension planning
- **Works with:** Retirees
- **CRD:** 2481623 (https://adviserinfo.sec.gov/individual/summary/2481623)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 63 (1994), Series 65 (2012)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.magnolia-wealth.com/

## Frequently asked questions

### Is James ONeill a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Magnolia Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does James charge for financial advice?

James's firm, Magnolia Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is James ONeill based?

James ONeill is based in Spring, Texas.

### What does James specialize in?

James's specialties include retirement planning, estate & legacy planning, small business owners and pension planning. James works with retirees.

### Is James ONeill registered with the SEC?

Yes. James ONeill is registered as an investment adviser representative in TX (CRD 2481623), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Magnolia Wealth manage?

Magnolia Wealth reports $101.5M across 530 accounts in assets under management.

### How do I contact James ONeill?

Through James's website, www.magnolia-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2481623): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://magnolia-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.