Versailles Financial, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$33,000,000
Clients
13
69% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
13
TypicalAverage account size
$2,538,462
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
Financial planning
Portfolio management
Pension consulting
Expertise
General retirement planning
General tax planning
Cash flow / budgeting
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 location
Versailles Financial, LLC
Blairsville GA, United States
Number of offices
1
Most active in
Versailles Financial, LLC has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
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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