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PR Squared Wealth Management LLC

Updated today

Client AUM

$12,696,520

Clients

103

Advisors

4

of 4 employees

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

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Cash flow / budgeting Retirement income strategy Business exit / sale strategy

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Fixed financial planning fees from $1,750 to $15,000; Initial plan startup cost $500 for ongoing consulting

Percentage

$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

Project-based

$250 per hour for financial planning

Subscriptions

Ongoing financial consulting subscription: $175/month with initial $500 startup or annual payment $500–$3,000 with initial $500 startup

Other

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

Quick links

Advisors at this firm

user avatar

Phimar P

CFP®, Series 63, Series 66

Atlanta, GA

PR Squared Wealth Management LLC

Phimar Patterson is a CFP® with 18 years of industry experience, currently serving at PR Squared Wealth Management LLC. He has held roles at Unified Legacy Group and Blue Clover Financial, where he is the owner of a marketing organization. Patterson also operates as a sole proprietor advising and selling life, disability, and medical insurance, as well as annuities. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically uses model allocations, sub-advisors, and platform tools to build portfolios, primarily on a non-discretionary basis, while also emphasizing retirement plan participant education and structured ongoing consulting.

Cash flow / budgeting Retirement income strategy Business exit / sale strategy Founder/Business Owner Retired
user avatar

Cheryl L

Series 63, Series 65

Atlanta, GA

PR Squared Wealth Management LLC

Cheryl Leonard Peeples is a financial advisor at PR Squared Wealth Management LLC with four years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at TIAA-CREF Individual & Institutional Services, LLC for 20 years. In addition to her advisory role, she is an insurance agent involved in insurance sales and services. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, and ERISA 3(21) fiduciary services. The firm typically manages client assets on a non-discretionary basis, using model allocations and sub-advisors, while emphasizing retirement-plan participant education and ongoing consulting.

Cash flow / budgeting Retirement income strategy Business exit / sale strategy Founder/Business Owner Retired
user avatar

Royce R

Series 63, Series 66

Atlanta, GA

PR Squared Wealth Management LLC

Royce Richardson is a financial advisor with PR Squared Wealth Management LLC in Atlanta, GA, holding Series 63 and Series 66 licenses and having 11 years of industry experience. His prior work includes roles at Ameritas Advisory Services, Ameritas Investment Company, Madison Avenue Securities, and Eiat Wealth Management. Outside of his advisory role, he owns and operates an insurance brokerage and sales business and works as a real estate consultant and associate broker. PR Squared Wealth Management serves individual investors and retirement plan sponsors by providing asset management, financial planning, fiduciary services, and participant education. The firm typically manages client portfolios on a largely non-discretionary basis, using model allocations, sub-advisors, and platform tools, with regular account reviews and a focus on retirement-plan education and ongoing consulting.

Cash flow / budgeting Retirement income strategy Business exit / sale strategy Founder/Business Owner Retired
user avatar

Devin A

Series 63, Series 66

Atlanta, GA

PR Squared Wealth Management LLC

Devin Alphin is a financial advisor at PR Squared Wealth Management LLC in Atlanta, GA, with 13 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including MassMutual Life Insurance Company and TIAA-CREF. Devin is also involved in several outside financial activities, including operating as a sole proprietor insurance agent and working with financial firms Capitalwize, LLC and Melanin Money. PR Squared Wealth Management serves individual investors and retirement plan sponsors with asset management, financial planning, and ERISA 3(21) fiduciary services. The firm primarily manages assets on a non-discretionary basis, incorporates model allocations and third-party solutions, and emphasizes retirement-plan participant education and structured ongoing consulting.

Cash flow / budgeting Retirement income strategy Business exit / sale strategy Founder/Business Owner Retired
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