# Daniel Mahoney

> Daniel Mahoney is a fee-only financial advisor at True Square Financial LLC in Atlanta, Georgia, who holds the CFP and MBA credentials. Daniel charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $6,000 a year and one-time plans from $500) and focuses on equity compensation, small business owners and tax planning.

Page: https://find.wellspent.co/advisors/daniel-mahoney/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** True Square Financial LLC
- **Based in:** Atlanta, Georgia
- **Fee model:** Flat fee or retainer; Ongoing planning fee; One-time planning fee
- **Fees (firm's website):** ongoing planning from $6,000 a year; one-time plans from $500; no asset minimum
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $178.8M across 330 accounts
- **Credentials:** CFP, MBA
- **Specialties:** Equity compensation, Small business owners, Tax planning
- **CRD:** 4236650 (https://adviserinfo.sec.gov/individual/summary/4236650)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 63 (2005), Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://truesquarefinancial.com

## Frequently asked questions

### Is Daniel Mahoney a fee-only financial advisor?

Yes. Daniel Mahoney is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Daniel's firm.

### How does Daniel charge for financial advice?

Daniel charges a flat fee or retainer, an ongoing planning fee and a one-time planning fee.

### How much does Daniel charge?

According to True Square Financial LLC's website, checked October 28, 2026: ongoing planning from $6,000 a year; one-time plans from $500; no asset minimum.

### Does Daniel work with clients virtually?

Yes. True Square Financial LLC says on its website that it works with clients remotely.

### Where is Daniel Mahoney based?

Daniel Mahoney is based in Atlanta, Georgia.

### What does Daniel specialize in?

Daniel's specialties include equity compensation, small business owners and tax planning.

### What credentials does Daniel Mahoney hold?

Daniel Mahoney holds the CFP and MBA credentials.

### Is Daniel Mahoney registered with the SEC?

Yes. Daniel Mahoney is registered as an investment adviser representative in GA and TX (CRD 4236650), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does True Square Financial LLC manage?

True Square Financial LLC reports $178.8M across 330 accounts in assets under management.

### How do I contact Daniel Mahoney?

Through Daniel's website, truesquarefinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/39293): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://truesquarefinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.