# Squam Lakes Financial Advisors, LLC

> Squam Lakes Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated March 26, 2026.

- CRD: 121325
- Filed as: SQUAM LAKES FINANCIAL ADVISORS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in New Hampshire
- Filing period: October 2026
- Form ADV filing dated: March 26, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/121325
- AdvisorCensus page: https://advisorcensus.com/firm/squam-lakes-financial-advisors-llc-121325

## Quick answers

**How is Squam Lakes Financial Advisors, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Squam Lakes Financial Advisors, LLC reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Squam Lakes Financial Advisors, LLC registered with the SEC or a state?**
Squam Lakes Financial Advisors, LLC is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 121325.

**Does Squam Lakes Financial Advisors, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/121325

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services
- Selection of other advisers (including private fund managers)
- Other

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- squamlakesfinancial.com
- Facebook @NAPFABOB7
- LinkedIn @CHIEFLISTENER
- X @NAPFABOB

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Squam Lakes Financial Advisors, LLC (CRD 121325): Form ADV filing data as of October 2026.