Square Peg Financial Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Square Peg Financial Advisory Services, LLC provides financial planning and ongoing investment management to individual and high-net-worth clients. Engagements range from comprehensive financial plans to limited planning engagements that may include educational content on financial management basics, with hourly planning offered in select circumstances for complex or unusual matters.
The firm commonly implements plans using third‑party managers and model portfolios, selecting investments based on cost efficiency, risk profile, lifespan and manager reputation; it accesses the Altruist Model Marketplace, including third‑party and custom models and tax‑management tools, to assist in portfolio construction. Square Peg operates as a fiduciary, documents rollover recommendations in accordance with PTE 2020‑02, and conducts at least annual account reviews with interim communications as needed.
Compared with many independent peers, the brochure emphasizes the inclusion of educational content within limited planning engagements — a relatively uncommon offering — and discloses explicit use of model marketplace tax tools and associated fees. The firm also discloses that its principal is an independent licensed insurance agent and describes how insurance compensation and related conflicts are disclosed and managed while maintaining fiduciary policies.
Client services
Expertise
Fee options
Fixed fees for financial planning: $1,000 to $10,000 for comprehensive plans; $500 to $1,000 for limited plans
$0 - $1,000,000: 1.000% annually $1,000,001 - $1,500,000: 0.500% annually $1,500,001 - $2,000,000: 0.250% annually $2,000,001 - $3,000,000: 0.125% annually $3,000,001+: 0.000% annually
$300 to $500 per hour for hourly financial planning engagements
Account minimum: $500,000 Fee-only: Financial planning fees: $1,000 to $10,000 (comprehensive plan); $500 to $1,000 (limited plan); Hourly planning fees: $300 to $500 per hour
Main office
Columbus OH
Advisors at this office
1
Most active in
Ohio
Also doing business as
Square Peg Financial Advisory Services, LLC · Square Peg Financial Services, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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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Real estate agent
They facilitate real estate transactions and may earn commissions.
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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
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