Robert Maloney
Robert Maloney is a registered investment advisor at Squam Lakes Financial Advisors, LLC, based in Holderness, NH, with 28 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
- Financial planning and consultation — generally ranges from $5,000 to $50,000 on a fixed-fee basis, or $100 to $300 per hour, depending on the scope of services and the professional providing them.
Contact
Robert Maloney
Location
Holderness, NH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Squam Lakes Financial Advisors, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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