Magellan Planning Group, Inc. logo

Magellan Planning Group, Inc. Employee Directory

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.

Find Magellan Planning Group, Inc. employees' phone numbers or email addresses

Magellan Planning Group, Inc. Global Highlights

Location
Employees

North America
12

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  • United States Of America
    12

Magellan Planning Group, Inc.'s Leadership

  • Stylized image of a person
    J. K. M.
    Ceo And Founder
  • Stylized image of a person
    R. S.
    Managing Partner
  • Stylized image of a person
    H. S.
    Director Of Operations
  • Stylized image of a person
    R. S.
    Senior Accounts Manager
  • Stylized image of a person
    R. L.
    Investment Advisor Representative Of Voya Financial Advisors

Magellan Planning Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Marketing
  • Accounting
  • Administrative
  • Other
  • Analytics

Contact profiles from Magellan Planning Group, Inc.

Name
Title
Contact
Location
Last Update
  • Stylized image of a person
    J. K. M.
    Ceo And Founder
    Jun 24, 2026
  • Stylized image of a person
    R. S.
    Managing Partner
    Oct 17, 2024
  • Stylized image of a person
    H. S.
    Director Of Operations
    May 28, 2026
  • Stylized image of a person
    R. S.
    Senior Accounts Manager
    May 31, 2026
  • Stylized image of a person
    R. L.
    Investment Advisor Representative Of Voya Financial Advisors
    Oct 16, 2024

Frequently Asked Questions

What is Magellan Planning Group, Inc. known for?

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Magellan Planning Group, Inc. operates in the Financial Services industry. Explore Magellan Planning Group, Inc.'s company overview page for more information.

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

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Magellan Planning Group, Inc. employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Magellan Planning Group, Inc. email formats with LeadIQ.

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

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Magellan Planning Group, Inc. has approximately 9 employees as of July 2026. These team members are located across 1 continents, including North America.

Who are Magellan Planning Group, Inc.'s key employees and leadership?

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As of July 2026, Magellan Planning Group, Inc.'s key employees include:

  • Ceo And Founder: J. K. M.
  • Managing Partner: R. S.
  • Director Of Operations: H. S.
  • Senior Accounts Manager: R. S.
  • Investment Advisor Representative Of Voya Financial Advisors: R. L.

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