Jason White
Magnolia Financial Planning Services · Seneca, South Carolina
Jason White is a fee-only financial advisor at Magnolia Financial Planning Services in Seneca, South Carolina, who holds the CFP credential. Magnolia Financial Planning Services reports charging a percentage of assets, hourly fees and performance-based fees on its Form ADV.
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Facts
| Firm | Magnolia Financial Planning Services |
|---|---|
| Based in | Seneca, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Performance-based fees |
| Assets under management | $225.7M across 278 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, GA, NC, SC · CRD 5460559 |
| Exams passed | Series 63 (2011) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Jason's firm compares
- Magnolia Financial Planning Services's average account is about $812,000, from its Form ADV (assets managed divided by 278 accounts).
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Questions about Jason
Is Jason White a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jason holds no broker registration, and Magnolia Financial Planning Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jason charge for financial advice?
Jason's firm, Magnolia Financial Planning Services, reports charging a percentage of assets, hourly fees and performance-based fees on its SEC Form ADV.
Where is Jason White based?
Jason White is based in Seneca, South Carolina.
What credentials does Jason White hold?
Jason White holds the CFP credential.
Is Jason White registered with the SEC?
Yes. Jason White is registered as an investment adviser representative in FL, GA, NC and SC (CRD 5460559), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Magnolia Financial Planning Services manage?
Magnolia Financial Planning Services reports $225.7M across 278 accounts in assets under management.
How do I contact Jason White?
Contact details aren't on file yet. Search for Magnolia Financial Planning Services.
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
- 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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