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Aaron Squires

Advisor at Squires Law & Squires Investments, LLC

Updated today

Location

Reno, NV

Credentials

CFP®, CFA®, Series 66

Industry experience

13 years

About

Aaron Squires is a CFP®, CFA®, and Series 66-registered financial advisor with 13 years of industry experience. He is the principal of Squires Law & Squires Investments, LLC, where he combines legal, tax, and investment advisory services. His prior work includes roles at Arkadios Wealth Advisors, Anderson Dorn & Rader Ltd., and Summit Wealth Investments. Squires is also a licensed attorney and CPA. Squires Law & Squires Investments, LLC serves individuals, trusts, foundations, corporations, pension plans, and other investment advisers by offering integrated legal, tax, and financial planning alongside portfolio management. The firm employs a total-portfolio, relative-value investment approach that incorporates fundamental and quantitative analysis, with a distinctive Series LLC structure separating its law and investment advisory activities.

Client services

Based on Squires Law & Squires Investments, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Squires Law & Squires Investments, LLC

Wealth management Passive / index investing Retirement plans for business owners (SEP, solo 401k) General estate planning guidance General tax planning

Occupation focus

Based on Squires Law & Squires Investments, LLC

Founder/Business Owner Executive

Fee options

Fixed

Financial planning services typically provided for a flat fee amount agreed upon in writing.

Percentage

$0 - $15,000,000: 1.00% $15,000,000 - $20,000,000: 0.90% $20,000,000 - $30,000,000: 0.80% $30,000,000+: 0.70%

Project-based

Hourly rates range from $350 to $700 per hour depending on professional and engagement type.

Performance-based

Performance-based fees range from 5% to 20% of annual total return; only charged to qualified clients; negotiable; no current clients under this fee.

Other

Fee-only: Fixed annual fees range between 0.1% and 1.40% of assets under management; negotiable. Flat fees for financial planning services. Consulting agreements may be flat fee or hourly.

Location

Reno, NV

Most active in

Nevada

Work history

Squires Law & Squires Investments, LLC

2024 - Present (2 years)

Arkadios Wealth Advisors

2022 - 2022 (1 year)

Anderson Dorn & Rader Ltd.

2014 - 2024 (10 years)

Summit Wealth Investments, Family Office/Tax

2013 - 2023 (10 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christian H

Series 65

Reno, NV

Hatchet Financial, LLC

Christian Hatch is the sole advisor at Hatchet Financial, LLC, an independent firm based in Reno, NV. He holds a Series 65 designation and has four years of industry experience, including roles at Nevada Retirement Planners and Pathfinder Wealth Management. Outside of his advisory work, he is employed full-time as a security officer at Switch, Inc. Hatchet Financial provides investment management and financial planning services primarily for individual clients, including some high-net-worth individuals. The firm’s approach incorporates asset allocation and Modern Portfolio Theory, blending passive and active strategies tailored to client risk tolerance and objectives.

Business sale tax planning Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance
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Michael A

Series 63, Series 65

Reno, NV

Wolf Pack Wealth

Michael Affinito is a financial advisor at Wolf Pack Wealth in Reno, NV, holding Series 63 and Series 65 licenses with six years of industry experience. His prior roles include positions at Royal Alliance Associates, Northwestern Mutual, and Pacific Financial Partners. Wolf Pack Wealth offers financial planning, portfolio management, retirement plan consulting, and insurance solutions to individuals, high-net-worth clients, and small business owners, employing diversified, risk-managed portfolios and a non-discretionary approach tailored through formal onboarding and periodic reviews.

Retirement income strategy General tax planning Business ownership considerations Private / alternative investments Founder/Business Owner Retired Young Professionals Mid-Career Professionals
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Brian L

CFP®, Series 66

Reno, NV

Softwealth

Brian Lowrance is a CFP® with 12 years of industry experience and has been the sole advisor at Softwealth since 2015. He holds a Series 66 license and operates out of Reno, NV. Outside of his advisory work, Lowrance has a minority interest in an automobile repair business. Softwealth is an independent registered investment adviser that manages approximately $17 million in client assets for a small client base including individuals, trusts, charities, and small businesses. The firm employs a range of investment strategies such as fundamental and technical analysis, modern portfolio theory, and targeted asset allocation, offering both discretionary and non-discretionary portfolio management without a minimum account size.

Wealth management Active portfolio management Concentrated stock management
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Lee H

CFP®, CFA®, Series 63, Series 65

Reno, NV

Firmament Financial

Lee Hernandez is a CFP® and CFA® with six years of industry experience, currently serving as the sole advisor at Firmament Financial in Reno, NV. His prior work includes roles at Catholic Charities of Northern Nevada, Lumos & Associates, Inc., the University of Nevada, Reno, Monarch Casino and Resort, Inc., and AES Corp. Hernandez also provides tax preparation services to advisory clients through Firmament Financial. Firmament Financial offers tailored investment management, comprehensive financial planning, and tax return preparation to individuals, businesses, and charitable organizations. The firm focuses on asset-allocation-based, primarily passive portfolios using index mutual funds and ETFs, while also incorporating various analytical methods and derivatives strategies, and is distinguished by its combined advisory and public accounting services.

General retirement planning Cash flow / budgeting College savings (529s, UTMA, etc.) Founder/Business Owner Executive Mid-Career Professionals
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John J M

Series 66

Reno, NV

Klaraos, LLC

John J Mueller is a financial advisor at Klaraos, LLC with 19 years of industry experience. He holds a Series 66 credential and has been with Klaraos since 2008. In addition to his advisory role, he manages several miscellaneous business ventures unrelated to investment activities. Klaraos, LLC provides portfolio management, financial planning, and consulting services to a diverse client base including individuals, estates, corporations, pension plans, and charitable foundations. The firm employs a combination of fundamental and technical analysis to develop individualized investment strategies across various asset classes and offers both discretionary and non-discretionary account management.

Private / alternative investments Options & derivatives strategies Active portfolio management Real estate investing Founder/Business Owner
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Caleb L

Series 63, Series 65

Reno, NV

Caleb Lawrence Registered Investment Adviser Inc.

Active portfolio management Retirement plans for business owners (SEP, solo 401k)
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