Versailles Financial, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Versailles Financial provides personalized financial planning and investment management to individuals, trusts, estates, charitable organizations, small businesses, and pension and profit-sharing plans. Services described in the brochure include cash flow and tax planning, retirement and estate planning, insurance reviews, education funding, and investment management.
The firm operates on a fee-only basis and does not accept commissions or sell financial products; clients retain custody of assets while the firm places trades under a limited power of attorney. Investment advice is centered on strategic asset allocation using no-load and low-load mutual funds and ETFs, with periodic reviews and the ability for clients to impose investment restrictions; the firm also may deploy trading, options strategies, short sales, and margin when appropriate.
What is distinctive is the explicit inclusion of pension and profit-sharing plan clients and pension consulting as a listed client type and service, which is relatively uncommon among small independent advisers. The brochure also discloses an atypical outside business activity—the principal’s ownership of a private ice rink used for training and rentals—alongside stated CFP education standards and a documented compliance program.
Client services
Expertise
Fee options
Financial planning fee minimum $3,500 (not negotiable); retainer/fixed fee minimum $3,500 for advisory agreements
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.80% $5,000,001+: 0.60%
$250 per hour for additional implementation work and limited scope engagements
Account minimum: $3,500 minimum for financial planning; $6,000 minimum annual fee for advisory agreement Minimum fee: $3,500 minimum fee for financial planning; $6,000 minimum annual fee for advisory agreement Fee-only: Strictly fee-only financial planning and investment management; no commissions or finder's fees accepted
Main office
Alpharetta GA
Advisors at this office
1
Most active in
Georgia
Also doing business as
Versailles Financial Inc. · Versailles Financial, 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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