M
Magpie Consulting LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,869,322
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Magpie Consulting LLC provides asset management and financial planning services to individual investors, including both high‑net‑worth clients and individuals who do not meet HNW thresholds. Offerings include discretionary and non‑discretionary portfolio management, written Investment Policy Statements, and consultative hourly planning engagements.
The firm follows the CFP Board financial planning process and prepares an IPS for each client that models estimated returns, standard deviation, correlations, and includes tables projecting “risk of loss” over the client’s investment horizon. Portfolios are constructed primarily with ETFs and are custodied through Altruist, and a larger share of the firm’s assets are managed on a non‑discretionary basis rather than fully discretionary mandates.
Compared with many peers in the investment‑manager category, Magpie’s mix of mostly non‑discretionary assets together with a client base that explicitly includes both non‑HNW and HNW individuals is uncommon and indicates a focus on individualized, client‑approved implementation. The firm operates as fee‑only, emphasizes IPS‑based risk modeling and downside analysis, and does not take custody of client assets beyond fee deduction by the custodian.
Client services
Portfolio management
Expertise
Wealth management
Cash flow / budgeting
Fee options
$30,000 - $50,000: 2.00% $50,001 - $150,000: 1.75% $150,001+: 1.00%
Negotiable hourly consulting fees ranging between $150-$200 per hour.
Account minimum: $30,000 (may be waived under certain circumstances) Fee-only: Hourly consulting fees range from $150 to $200 per hour, negotiable.
Main office location
Magpie Consulting LLC
Leesburg VA, United States
Number of offices
1
Most active in
Magpie Consulting LLC has reported serving >5 clients in these states in the last 12 months.
Virginia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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