Daniel Mahoney is a CFP-designated registered investment advisor at True Square Financial LLC, based in Atlanta, GA, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 6 more. Their firm serves 73 clients with $180M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
True Square Financial offers investment management services for a flat monthly fee ranging from $125 to $5,000, depending on the complexity of your situation. This fee is negotiable and paid monthly or quarterly in advance. If you start or end the service mid-month, the fee will be adjusted accordingly, and any unused portion will be refunded. You can cancel the service with 30 days' written notice.
Contact
Daniel Mahoney
Location
1355 Peachtree St NE, Suite 1150, Atlanta, GA, 30309
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
True Square Financial LLC
State Registrations2 states
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Exams
Additional Information
I am the proud father of triplets (two girls and a boy) who started kindergarten in 2016. My wife, Tucker, is a coastal engineer at FEMA who helps coastal communities assess and mitigate the risk of flooding. I earned an A.B. in economics from Dartmouth College and an M.B.A. from the Darden School of Business at the University of Virginia.