James ONeill
Magnolia Wealth · Spring, Texas
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | Magnolia Wealth |
|---|---|
| Based in | Spring, Texas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $101.5M across 530 accounts |
| SEC registration | Investment adviser representative in TX · CRD 2481623 |
| Exams passed | Series 63 (1994) · Series 65 (2012) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.magnolia-wealth.com |
| Profile |
How James's firm compares
- Magnolia Wealth's average account is about $192,000, from its Form ADV (assets managed divided by 530 accounts).
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Questions about James
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Magnolia Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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