Park Square Financial Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“Hourly financial planning fees are $300/hour.”

Flat or project fee

$5,000

“Fixed fees start at $5,000 and may be more depending on the complexity of the engagement.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Park Square Financial Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are monthly in arrears, based on the average daily balance of accounts.”
• “If services commenced in the middle of the billing period, then the prorated fee for that billing period and any fees due to the Firm will be deducted from the Client’s account prior to termination.”
• “At our discretion, our Firm will allow advisory fees to be paid by check as indicated in the Agreement.”

How Park Square Financial Group LLC’s fees compare

• Its hourly rate of $300 is above the Georgia median of $250. 57% of the 169 other Georgia planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Roswell that publish an hourly rate charge less.
• Its flat or project fee of $5,000 matches the Georgia median of $5,000. 48% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Roswell that publish a flat or project fee charge less.

About Park Square Financial Group LLC

• Principal: Don Ruffin
• Firm size: 5 employees.
• Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

• Insurance analysis

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2.35% a year

Clients

404

Employees

5

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$218,558,579

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332268

Website

linkedin.com/company/park-square-financial (opens in new tab)

Phone

(770) 641-1401

Can advise clients in 12 states: Alabama, Colorado, Florida, Georgia, Maryland, North Carolina, Nebraska, New Jersey, Pennsylvania, South Carolina, Tennessee, Texas

Other planners in Roswell that publish fees

• Asset Guidance Group, LLCRoswell$100⁠-⁠$3,600, $260⁠-⁠$560/mo
• First Pitch Planning and Tax LLCRoswell$100/hr, $1,200
• J Moss and CoRoswell$200/hr, $10,400/qtr
• ST. John & Associates, Inc.Roswell$1,000⁠-⁠$5,000, $1,000⁠-⁠$5,000/yr
• Wellspring Planning Group LLCRoswell$250⁠-⁠$1,000/hr

Compare all 12 planners in Roswell