Advisor at Providence Squared LLC
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Firm
Providence Squared LLC
Location
Ooltewah, TN
Credentials
CFP®, ChFC®, Series 63, Series 65
Industry experience
23 years
Robert Glasgow is a CFP® and ChFC® with 23 years of industry experience. He is the sole advisor at Providence Squared LLC, where he has worked since 2023. Prior to this, he held advisory roles at Guardian Wealth Management, Inc. and HHM Wealth Advisors, LLC. Outside of his advisory work, he provides personal and business consulting under separate agreements. Providence Squared is an independent registered investment adviser serving individuals, families, businesses, trusts, and non-profits with discretionary portfolio management, financial planning, and project-based advisory services. The firm employs a proprietary T Alpha Portfolio strategy within an open‑architecture model, focusing on systematic, repeatable processes designed to reduce downside risk and address behavioral factors affecting investor performance.
Based on Providence Squared LLC
Negotiated flat fee (retainer) for clients with assets over $3 million, billed quarterly in advance
$0 - $1,000,000: 1.00% annually $1,000,000 - $2,000,000: 0.75% annually $2,000,000 - $3,000,000: 0.50% annually $3,000,000+: Negotiated or flat fee
$250 per hour for specific financial planning/advising projects
Account minimum: $1,000,000 Minimum fee: $10,000 annual minimum fee (may be waived at Firm’s discretion) Fee-only: Investment advisory/management fees paid quarterly in advance; flat fee or regressive percentage of AUM
Ooltewah, TN
Tennessee
Providence Squared LLC
2023 - Present (3 years)
Guardian Wealth Management, Inc
2016 - 2023 (7 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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