Firm
Park Square Financial Group
Roswell, Georgia
Fee-only
Park Square Financial Group at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 4 advisors are listed here; 3 of 4 hold the CFP.
- Its Form ADV reports 5 employees and 404 individual clients, 45 of them high net worth.
- Its average account is about $310,000 (assets it manages divided by its 706 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Roswell, Georgia |
|---|---|
| Website | parksquarefg.com |
| Phone | (770) 641-1401 |
Park Square Financial Group fees
Park Square Financial Group doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $219 million |
| Individual clients | 359 |
| High-net-worth clients | 45 |
| Accounts managed | 706 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-131121) |
| Financial planning | Offered |
| Form ADV filed | April 24, 2026 |
| SEC record | CRD 332268 |