Shane Bilski
Magnolia Wealth · Spring, Texas
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.
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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 8071330 |
| Exams passed | Series 65 (2026) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.magnolia-wealth.com |
How Shane'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 Shane
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.
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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