True Square Financial LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 27, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$1,000⁠-⁠$5,000

“We offer comprehensive financial planning services for an upfront charge of $1,000 - $5,000 plus an ongoing fee that is paid monthly or quarterly, in advance, at the rate between $250 - $5,000 month, based on the complexity of the client’s situation.”

Monthly fee

$125⁠-⁠$5,000/mo

“We offer investment management services for a flat monthly fee between $125 - $5,000 per month, based on the complexity of the client’s situation.”

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

How True Square Financial LLC bills

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

• “The fees are negotiable and are paid monthly or quarterly, in advance.”
• “An account may be terminated with written notice at least 30 calendar days in advance.”
• “Fees for this service may be paid by electronic funds transfer or check or may be withdrawn from the client’s investment account.”

How True Square Financial LLC’s fees compare

• Its flat or project fee of $1,000-$5,000 is below the Georgia median of $5,000. 34% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 9 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About True Square Financial LLC

• Principal: Daniel Mahoney
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2017 (9 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

64

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and other services

Assets managed

$178,846,896

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

287997

Website

truesquarefinancial.com (opens in new tab)

Phone

(404) 975-2720

Can advise clients in 2 states: Georgia, Texas

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