Robert Maloney
Squam Lakes Financial Advisors, LLC · Holderness, New Hampshire
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Mid-life transitions
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 |
| Credentials | AEP · MSFS |
| SEC registration | Investment adviser representative in NH, TX · CRD 4556149 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | squamlakesfinancial.com |
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Questions about Robert
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Squam Lakes Financial Advisors, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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