Insights

Niche Market Focus Magellan Planning Group specializes in providing holistic financial, legal, and tax solutions, indicating an opportunity to offer integrated software tools or consulting services tailored for wealth management and retirement planning.

Growth Potential With annual revenues estimated between 10 and 25 million USD and a small team of 2 to 10 employees, the company is positioned for scalable growth, making it a suitable target for growth capital or strategic partnerships to expand service offerings.

Technology Usage Utilizing modern technology stacks like Google APIs, Datadog, and JSON-LD suggests the company values digital integration, presenting scope for sales of advanced analytics, cybersecurity, or digital engagement solutions.

Industry Comparison Operating within a competitive landscape alongside firms with thousands of employees and multi-billion dollar revenues indicates opportunities to differentiate through personalized services, niche expertise, or boutique consulting solutions tailored for smaller clients.

Regional Presence Located in Atlanta, Georgia, the company can be targeted for regional expansion partnerships, local marketing alliances, or community-based financial planning collaborations to increase market penetration within the Southeastern U.S.

Magellan Planning Group, Inc. Tech Stack

Magellan Planning Group, Inc. uses 8 technology products and services including Google Hosted Libraries, Cloudflare CDN, Google Fonts API, and more. Explore Magellan Planning Group, Inc.'s tech stack below.

  • Google Hosted Libraries
    Content Delivery Network
  • Cloudflare CDN
    Content Delivery Network
  • Google Fonts API
    Font Scripts
  • Modernizr
    Javascript Libraries
  • Datadog
    Real User Monitoring
  • Cloudflare Bot Management
    Security
  • Piwik PRO Core
    Web Analytics
  • AddThis
    Widgets

Media & News

Magellan Planning Group, Inc.'s Email Address Formats

Magellan Planning Group, Inc. uses at least 1 format(s):
Magellan Planning Group, Inc. Email FormatsExamplePercentage
First@magellanplanning.comJohn@magellanplanning.com
86%
Middle@magellanplanning.comMichael@magellanplanning.com
14%

Frequently Asked Questions

Where is Magellan Planning Group, Inc.'s headquarters located?

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Magellan Planning Group, Inc.'s main headquarters is located at 4170 Ashford Dunwoody Road Northeast Suite 480 Atlanta, Georgia 30319 United States. The company has employees across 1 continents, including North America.

What is Magellan Planning Group, Inc.'s official website and social media links?

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Magellan Planning Group, Inc.'s official website is magellanplanning.com and has social profiles on LinkedIn.

What is Magellan Planning Group, Inc.'s NAICS code?

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Magellan Planning Group, Inc.'s NAICS code is 52 - Finance and Insurance.

How many employees does Magellan Planning Group, Inc. have currently?

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As of April 2026, Magellan Planning Group, Inc. has approximately 9 employees across 1 continents, including North America. Key team members include Ceo And Founder: J. K. M.Managing Partner: R. S.Director Of Operations: H. S.. Explore Magellan Planning Group, Inc.'s employee directory with LeadIQ.

What industry does Magellan Planning Group, Inc. belong to?

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Magellan Planning Group, Inc. operates in the Financial Services industry.

What technology does Magellan Planning Group, Inc. use?

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Magellan Planning Group, Inc.'s tech stack includes Google Hosted LibrariesCloudflare CDNGoogle Fonts APIModernizrDatadogCloudflare Bot ManagementPiwik PRO CoreAddThis.

What is Magellan Planning Group, Inc.'s email format?

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Magellan Planning Group, Inc.'s email format typically follows the pattern of First@magellanplanning.com. Find more Magellan Planning Group, Inc. email formats with LeadIQ.

Magellan Planning Group, Inc.

Financial ServicesGeorgia, United States2-10 Employees

Magellan Planning Group, Inc. is a financial services firm based in Atlanta, Georgia, that brings together financial, legal, and tax professionals to pursue holistic solutions for wealth preservation and retirement planning. As a U.S. SEC Registered Investment Advisor, the company appears to operate at the intersection of advisory, legal, and tax guidance, aiming to coordinate multiple disciplines under one roof for clients. Its target market includes individuals seeking integrated planning to address long-term financial security and retirement needs, with the model centered on addressing complex, multi-faceted wealth management concerns. The firm emphasizes proximity to its clients through a Northeast Atlanta location and positions itself within the broader advisory industry as a multidisciplinary resource for comprehensive planning, rather than offering isolated financial products. The company is based in Atlanta and is relatively small in size, reflecting a specialized, boutique approach to wealth planning.

Section iconCompany Overview

Headquarters
4170 Ashford Dunwoody Road Northeast Suite 480 Atlanta, Georgia 30319 United States
NAICS Code
52 - Finance and Insurance
Employees
2-10

Section iconMedia & News

Section iconFunding & Financials

  • $10M$25M

    Magellan Planning Group, Inc.'s revenue is estimated to be in the range of $10M$25M

Section iconFunding & Financials

  • $10M$25M

    Magellan Planning Group, Inc.'s revenue is estimated to be in the range of $10M$25M

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