Squam Lakes Financial Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Squam Lake Financial Advisors serves individuals, business entities, and trusts by providing stand‑alone financial planning and consulting services, including tax planning and tax preparation, rather than discretionary investment management. The brochure notes the firm does not provide investment supervisory services and reported $0 in assets under management as of December 31, 2024.
The firm delivers written financial planning engagements under a Financial Planning Agreement and charges either fixed fees (generally $5,000–$50,000) or hourly fees ($100–$300), with clients encouraged to review and update plans annually. When clients seek investment management, Squam Lake recommends independent managers based on stated objectives, monitors their performance, and may refer other professionals (including an affiliate) for implementation.
Squam Lake is a small, long‑established sole proprietorship led by its principal, Robert E. Maloney, and also offers succession planning services to other financial planning firms. The brochure discloses ownership of residential investment properties and sets out written policies for conflicts of interest and personal securities transactions, reflecting its advisory‑only, non‑custodial business model.
Client services
Expertise
Fee options
Hourly rates range from $100 to $300 per hour
Fee-only: Fixed fees generally range from $5,000 to $50,000 on a fixed-fee basis
Main office
Holderness NH
Advisors at this office
1
Most active in
New Hampshire · Texas
Also doing business as
R.E. Maloney Associates, Ltd · Squam Lakes Financial Advisors, 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
Quick links
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