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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

  • Ceo And Founder at Magellan Planning Group, Inc.
    J. K. M.
    Ceo And Founder
    Mobile Phone
  • Managing Partner at Magellan Planning Group, Inc.
    R. S.
    Managing Partner
    Mobile Phone
  • Director Of Operations at Magellan Planning Group, Inc.
    H. S.
    Director Of Operations
    Mobile Phone
  • Senior Accounts Manager at Magellan Planning Group, Inc.
    R. S.
    Senior Accounts Manager
    Mobile Phone
  • Investment Advisor Representative Of Voya Financial Advisors at Magellan Planning Group, Inc.
    R. L.
    Investment Advisor Representative Of Voya Financial Advisors
    Mobile Phone

Magellan Planning Group, Inc. Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Marketing
  • Other

Contact profiles from Magellan Planning Group, Inc.

Name
Title
Contact
Location
Last Update
  • Ceo And Founder at Magellan Planning Group, Inc.
    J. K. M.
    Ceo And Founder
    Mobile Phone
    Jun 24, 2026
  • Managing Partner at Magellan Planning Group, Inc.
    R. S.
    Managing Partner
    Mobile Phone
    Oct 17, 2024
  • Director Of Operations at Magellan Planning Group, Inc.
    H. S.
    Director Of Operations
    Mobile Phone
    Aug 28, 2026
  • Senior Accounts Manager at Magellan Planning Group, Inc.
    R. S.
    Senior Accounts Manager
    Mobile Phone
    Sep 16, 2026
  • Investment Advisor Representative Of Voya Financial Advisors at Magellan Planning Group, Inc.
    R. L.
    Investment Advisor Representative Of Voya Financial Advisors
    Mobile Phone
    Oct 16, 2024

Frequently Asked Questions

What is Magellan Planning Group, Inc. known for?

Minus sign iconPlus sign iconMagellan 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?

Minus sign iconPlus sign iconMagellan Planning Group, Inc. employees' email format typically follows the pattern of First@magellanplanning.com. 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?

Minus sign iconPlus sign iconMagellan Planning Group, Inc. has approximately 9 employees as of September 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 September 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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