PR Squared Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
PR Squared Wealth Management serves individual investors and retirement plan sponsors, providing asset management (both discretionary and non‑discretionary), financial planning and ongoing consulting, and ERISA 3(21) fiduciary services. The firm also implements third‑party managed‑account and model solutions (including SEI programs) and offers held‑away account oversight and plan participant education.
PR Squared typically builds portfolios using model allocations, sub‑advisors and platform tools, documents client objectives and risk tolerances, and conducts account reviews at least quarterly to consider rebalancing and tax management. Notably, the brochure discloses that the firm manages client assets largely on a non‑discretionary basis (no discretionary AUM reported vs. $12,696,520 in non‑discretionary assets as of 12/31/2025), so advisers often obtain client approval before executing trades.
Compared with many peers, the firm’s principals maintain outside financial businesses: they are licensed insurance agents (with a meaningful portion of their time spent on insurance activities) and one principal also conducts real‑estate consulting and is an associate broker, arrangements disclosed as potential conflicts of interest. The firm also emphasizes retirement‑plan participant education and group enrollment meetings and offers structured ongoing consulting with regular check‑ins and workshops, services that are less common among similarly supported firms.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees from $1,750 to $15,000; Initial plan startup cost $500 for ongoing consulting
$0 - $500,000: 1.75% annually $500,001 - $2,000,000: 1.50% annually $2,000,001 - $2,500,000: 1.25% annually $2,500,001 - $5,000,000: 1.00% annually $5,000,001+: 0.75% annually
$250 per hour for financial planning
Ongoing financial consulting subscription: $175/month with initial $500 startup or annual payment $500–$3,000 with initial $500 startup
Fee-only: Hourly fees at $250/hour; Fixed fees between $1,750 to $15,000; Ongoing consulting subscription fees $175/month with $500 initial startup or $500 to $3,000 annually with $500 initial startup
Main office
1770 The Exchange, Suite 220
Atlanta GA 30339
Advisors at this office
4
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
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