Donald Ruffin
Park Square Financial Group · Roswell, Georgia
Donald Ruffin is a fee-only financial advisor at Park Square Financial Group in Roswell, Georgia, who holds the CFP credential. Park Square Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Park Square Financial Group |
|---|---|
| Based in | Roswell, Georgia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $218.6M across 706 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA, TX · CRD 1594696 |
| Exams passed | Series 66 (1999) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.parksquarefg.com |
How Donald's firm compares
- Park Square Financial Group's average account is about $310,000, from its Form ADV (assets managed divided by 706 accounts).
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Questions about Donald
Is Donald Ruffin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Park Square Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Park Square Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Donald Ruffin based?
Donald Ruffin is based in Roswell, Georgia.
What credentials does Donald Ruffin hold?
Donald Ruffin holds the CFP credential.
Is Donald Ruffin registered with the SEC?
Yes. Donald Ruffin is registered as an investment adviser representative in GA and TX (CRD 1594696), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Park Square Financial Group manage?
Park Square Financial Group reports $218.6M across 706 accounts in assets under management.
How do I contact Donald Ruffin?
Through Donald's website, www.parksquarefg.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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