Park Square Financial Group LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$211,065,399
This total excludes 26 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
404
11% high-net worth
Advisors
4
of 5 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
101
HighAverage account size
$522,439
About
Park Square Financial Group is an SEC-registered investment adviser that serves individual and high‑net‑worth clients, as well as trusts and estates, offering discretionary investment management, financial planning, and limited consulting services. The firm also advises on held-away products and legacy annuity positions as part of its client service offerings.
Portfolio management is driven by an asset-allocation approach that emphasizes equities, ETFs and mutual funds, periodic rebalancing, and tailored client profiles for risk tolerance and time horizon. Park Square implements strategies through a platform arrangement that uses third‑party model managers and administrative services, and it manages advisory accounts in a wrap fee program that consolidates advisory, execution, custody and reporting functions.
What distinguishes Park Square from many peers is its role as a wrap fee program sponsor — a relatively uncommon structure for team firms — and its use of a third‑party insurance platform to oversee legacy variable annuities, for which the firm receives consulting compensation. The brochure also discloses the firm’s recent SEC registration in 2024 and receipt of a conditional, forgivable loan from an industry platform, along with platform and insurer arrangements the firm identifies as potential conflicts of interest.
Client services
Financial planning
Portfolio management
Expertise
Annuities
Wealth management
Retirement income strategy
Cash flow / budgeting
Fee options
Fixed financial planning fees starting at $5,000, based on complexity.
up to 2.35% annually (negotiable, single blended rate)
Insurance products sold by certain registered advisory personnel generate commissions.
Financial planning hourly rate: $300/hour; Consulting hourly rate: $250/hour.
Account minimum: $250,000 (may be waived) Fee-only: Investment management fees based on assets under management; no commissions on advisory services.
Main office location
Park Square Financial Group LLC
55 Park Square, Ste 103
Roswell GA 30075, United States
Number of offices
3
Most active in
Park Square Financial Group LLC has reported serving >5 clients in these states in the last 12 months.
Alabama · Colorado · Florida · Georgia · Maryland · Nebraska · New Jersey · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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