True Square Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$175,094,851
This total excludes 9 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
64
91% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
64
HighAverage account size
$2,735,857
About
True Square Financial LLC works primarily with individual clients while also advising charitable organizations, corporations, and employer-sponsored retirement plans, including pension and profit-sharing arrangements. The firm provides investment management as well as comprehensive and limited financial planning, tax return preparation, and retirement plan consulting and document services.
True Square develops individualized investment policies through ongoing client discussions and portfolio supervision, implementing a mix of passive, asset-class-based allocation and selective fundamental analysis to reflect clients’ time horizons, risk tolerance, and objectives. Planning engagements can be ongoing with regular access to a planner or limited to single-topic, one-time reviews, and clients may impose reasonable investment restrictions.
Distinctive for a solo independent adviser, the firm handles institutional-style clients and pension consulting in addition to typical individual wealth-management work, and it offers tax preparation and retirement-plan design services that clients might otherwise obtain separately. The firm generally bills via fixed or periodic fees rather than relying on percentage-of-AUM structures and participates in a major custodian’s institutional program, which provides certain support and research benefits.
Client services
Financial planning
Portfolio management
Pension consulting
Tax preparation services
Expertise
Equity compensation tax strategy
Cash flow / budgeting
Fee options
Limited Financial Planning one-time fixed fee between $500 - $5,000.
Fee-only: Investment Management Services charged as a flat monthly fee between $125 - $5,000 per month, based on complexity; Comprehensive Financial Planning includes an upfront charge of $1,000 - $5,000 plus ongoing monthly or quarterly fees between $250 - $5,000; Limited Financial Planning has a one-time fixed fee between $500 - $5,000; Tax Preparation Services flat fee between $500 - $5,000 per return; Retirement Plan Consulting initial fee $500 - $5,000 plus annual fee $150 - $1,500 per plan.
Main office location
True Square Financial LLC
1355 Peachtree St Ne, Suite 1150
Atlanta GA 30309, United States
Number of offices
1
Most active in
True Square Financial LLC has reported serving >5 clients in these states in the last 12 months.
Georgia · 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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