# Shane Bilski

> Shane Bilski is a fee-only financial advisor at Magnolia Wealth in Spring, Texas. Shane 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/shane-bilski/
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:** 8071330 (https://adviserinfo.sec.gov/individual/summary/8071330)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2026)
- **Firm size:** 7 employees
- **Disclosures:** None reported
- **Website:** https://www.magnolia-wealth.com/

## Frequently asked questions

### Is Shane Bilski a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Shane 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 Shane charge for financial advice?

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

### Where is Shane Bilski based?

Shane Bilski is based in Spring, Texas.

### What does Shane specialize in?

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

### Is Shane Bilski registered with the SEC?

Yes. Shane Bilski is registered as an investment adviser representative in TX (CRD 8071330), 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 Shane Bilski?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8071330): 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.