PR Squared Wealth Management LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“Financial Services are based on an hourly fee of $250 per hour.”

Flat or project fee

$1,750⁠-⁠$15,000

“Service are offered based on a flat fee between $1,750 to $15,000.”

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

How PR Squared Wealth Management LLC bills

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

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “The fee in the first quarter of service is prorated from the inception date of the account(s) to the end of the first quarter.”

How PR Squared Wealth Management LLC’s fees compare

• Its hourly rate of $250 matches the Georgia median of $250. 32% of the 169 other Georgia planners that publish an hourly rate charge less.
• 9 of the 47 other planners in Atlanta that publish an hourly rate charge less.
• Its flat or project fee of $1,750-$15,000 spans the Georgia median of $5,000. 80% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 38 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About PR Squared Wealth Management LLC

• Firm size: 3 employees.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2020 (6 years).

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

2.9% a year

Clients

103

Employees

3

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$12,696,520

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

309595

Phone

(678) 719-2735

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

Compare all 159 planners in Atlanta