Firm
True Square Financial LLC
Atlanta, Georgia
Fee-only
True Square Financial LLC at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 64 individual clients, 58 of them high net worth.
- Its average account is about $542,000 (assets it manages divided by its 330 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the Georgia median of $5,000.
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | truesquarefinancial.com |
| [email protected] | |
| Phone | (404) 975-2720 |
True Square Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $500 |
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Most clients will pay our standard rate of $500 per month" source
"Limited Financial Planning: $500 one-time fee" source
"We have no asset minimums for client relationships" source
"Our core financial planning and investment management services are offered for a flat monthly fee." source
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 | Fixed fees |
|---|---|
| Assets managed | $179 million |
| Individual clients | 6 |
| High-net-worth clients | 58 |
| Accounts managed | 330 |
| Employees | 1 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-135426) |
| Financial planning | Offered |
| Form ADV filed | January 27, 2026 |
| SEC record | CRD 287997 |