Daniel Mahoney
True Square Financial LLC · Atlanta, Georgia
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.
Request an introduction to Daniel →
Specialties
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 |
| Accepting new clients | Yes |
| Assets under management | $178.8M across 330 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in GA, TX · CRD 4236650 |
| Exams passed | Series 63 (2005) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | truesquarefinancial.com |
| Profile |
How Daniel's firm compares
- Ongoing planning starts at $6,000 a year, above the Georgia median of $5,000 for fee-only firms that publish prices.
- A one-time plan starts at $500, below the Georgia median of $2,000 for fee-only firms that publish prices.
- True Square Financial LLC's average account is about $542,000, from its Form ADV (assets managed divided by 330 accounts).
Request an introduction to Daniel
Tell Daniel a little about what you're looking for. Daniel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Daniel
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- True Square Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.