Squam Lakes Financial Advisors, LLC

Squam Lakes Financial Advisors, LLC at a glance

• One of 74 fee-only firms based in New Hampshire in the Wellspent graph.
• 1 advisor is listed here, who holds the AEP.
• Its Form ADV reports 1 employee.
• Its website says it's taking new clients.

Fee-only advisors in New Hampshire · What fee-only advisors charge in New Hampshire

Facts

Squam Lakes Financial Advisors, LLC fees

Squam Lakes Financial Advisors, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee, hourly, one-time plans or projects. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Advisors at this firm (1)

• Robert Maloney

  AEP · MSFS