Providence Squared LLC fees and pricing

Financial planner in Ooltewah, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 5, 2026, Providence Squared LLC charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “The firm may charge a $250 per hour billing rate for specific financial planning/advising projects on a rare basis.”

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

“These fees are paid quarterly in advance.”
“For new clients, the Investment Management fee (first quarter) will be calculated on a pro rata basis, which means the advisory fees are payable in proportion to the number of days in the quarter for which the accounts are open.”
“The prorated calculation is then added to the next quarterly fee.”

Its hourly rate of $250 is below the Tennessee median of $275. 33% of the 111 other Tennessee planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2023 (3 years).

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: 1% a year
Clients: 9
Employees: 1
Works with: High net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $10,400,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 327066
Website: providencesquared.com (opens in new tab)
Phone: (205) 910-5612

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.