Martin Lysaght
Magellan Planning Group · Atlanta, Georgia
Martin Lysaght is a fee-only financial advisor at Magellan Planning Group in Atlanta, Georgia. Magellan Planning Group reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Martin →
Facts
| Firm | Magellan Planning Group |
|---|---|
| Based in | Atlanta, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $210.0M across 420 accounts |
| SEC registration | Investment adviser representative in GA · CRD 1369304 |
| Exams passed | Series 63 (1986) · Series 65 (2011) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.magellanplanning.com |
How Martin's firm compares
- Magellan Planning Group's average account is about $500,000, from its Form ADV (assets managed divided by 420 accounts).
Request an introduction to Martin
Tell Martin a little about what you're looking for. Martin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Martin
Is Martin Lysaght a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Martin holds no broker registration, and Magellan Planning Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Martin charge for financial advice?
Martin's firm, Magellan Planning Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Martin Lysaght based?
Martin Lysaght is based in Atlanta, Georgia.
Is Martin Lysaght registered with the SEC?
Yes. Martin Lysaght is registered as an investment adviser representative in GA (CRD 1369304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Magellan Planning Group manage?
Magellan Planning Group reports $210.0M across 420 accounts in assets under management.
How do I contact Martin Lysaght?
Through Martin's website, www.magellanplanning.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
- 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.
See something wrong? Request a correction. Read our methodology.