Aaron Squires
Advisor at Squires Law & Squires Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Squires Law & Squires Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Reno, NV
Credentials
CFP®, CFA®, Series 66
Industry experience
13 years
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.
Based on Squires Law & Squires Investments, LLC
Based on Squires Law & Squires Investments, LLC
Financial planning services typically provided for a flat fee amount agreed upon in writing.
$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%
Hourly rates range from $350 to $700 per hour depending on professional and engagement type.
Performance-based fees range from 5% to 20% of annual total return; only charged to qualified clients; negotiable; no current clients under this fee.
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.
Reno, NV
Nevada
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)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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