# Robert Maloney

> Robert Maloney is a fee-only financial advisor at Squam Lakes Financial Advisors, LLC in Holderness, New Hampshire, who holds the AEP and MSFS credentials. Robert charges an ongoing planning fee, hourly fees and a one-time planning fee and focuses on retirement planning, estate & legacy planning and small business owners.

Page: https://find.wellspent.co/advisors/robert-maloney/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Squam Lakes Financial Advisors, LLC
- **Based in:** Holderness, New Hampshire
- **Fee model:** Ongoing planning fee; Hourly; One-time planning fee
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** AEP, MSFS
- **Specialties:** Retirement planning, Estate & legacy planning, Small business owners
- **Works with:** Retirees, Pre-retirees, Early-career professionals, Mid-life transitions
- **CRD:** 4556149 (https://adviserinfo.sec.gov/individual/summary/4556149)
- **SEC registration:** Investment adviser representative in NH, TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://squamlakesfinancial.com

## Frequently asked questions

### Is Robert Maloney a fee-only financial advisor?

Yes. Robert Maloney is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Robert's firm.

### How does Robert charge for financial advice?

Robert charges an ongoing planning fee, hourly fees and a one-time planning fee.

### Where is Robert Maloney based?

Robert Maloney is based in Holderness, New Hampshire.

### What does Robert specialize in?

Robert's specialties include retirement planning, estate & legacy planning and small business owners. Robert works with retirees, pre-retirees, early-career professionals and mid-life transitions.

### What credentials does Robert Maloney hold?

Robert Maloney holds the AEP and MSFS credentials.

### Is Robert Maloney registered with the SEC?

Yes. Robert Maloney is registered as an investment adviser representative in NH and TX (CRD 4556149), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Robert Maloney?

Through Robert's website, squamlakesfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2342): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://squamlakesfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.