Lowell Macher
Magnolia Financial Planning Services · Seneca, South Carolina
Lowell Macher is a fee-only financial advisor at Magnolia Financial Planning Services in Seneca, South Carolina. 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 |
| SEC registration | Investment adviser representative in FL, GA, NC, SC · CRD 2846041 |
| Exams passed | Series 63 (1997) · Series 65 (1999) |
| Firm size | 4 employees |
| Disclosures | None reported |
How Lowell'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 Lowell
Is Lowell Macher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lowell 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 Lowell charge for financial advice?
Lowell'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 Lowell Macher based?
Lowell Macher is based in Seneca, South Carolina.
Is Lowell Macher registered with the SEC?
Yes. Lowell Macher is registered as an investment adviser representative in FL, GA, NC and SC (CRD 2846041), 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 Lowell Macher?
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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