Advisor at Capital Square, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Capital Square, LLC
Location
Chattanooga, TN 37421
Credentials
Series 65
Industry experience
< 1 year
Fixed fees for financial planning, negotiated based on scope and complexity
up to 2% annually, negotiable
Firm's hourly rate for financial planning or consulting, negotiated case-by-case
Fee-only: Hourly fees or fixed fees for financial planning, negotiated based on scope and complexity
Capital Square LLC
2025 - Present (1 year)
N/a
2024 - 2025 (1 year)
UBS Financial Services INC
2022 - 2024 (2 years)
N/a
2021 - 2022 (1 year)
Kulia Business Solutions Corp
2021 - 2021 (1 year)
N/a
2021 - 2021 (1 year)
Bradley County Schools
2017 - 2021 (4 years)
N/a
2017 - 2017 (1 year)
N/a
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
CFP®, ChFC®
Chattanooga, TN
Mountaintop Wealth
We are a flat fee financial advisory firm that provides comprehensive financial planning that connects every part of your financial life. We create a clear, actionable roadmap to: Fund College with Confidence: We’ll help you save for college, find more scholarship money and tax-efficient ways to invest so you can lower the cost of a high-quality college education. Secure Your Retirement: We'll build a solid retirement plan that won't be derailed by tuition bills, ensuring you have the freedom to enjoy your later years. Create Cohesion: We'll simplify your complex financial picture, bringing all your assets and goals into one unified strategy. It's about having a clear plan that allows you to achieve both of your most important goals without compromise.
CFP®, Series 63, Series 66
Hixson, TN
Edward Jones
Series 66
Chattanooga, TN
Edward Jones
CFP®, Series 66
Hixson, TN
Edward Jones
CFP®, Series 66
Chattanooga, TN
Edward Jones
CFP®, Series 66
Chattanooga, TN
Edward Jones
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