Beatrice Tiberii
Family Fiduciary Services · Beverly, Massachusetts
Beatrice Tiberii is a fee-only financial advisor at Family Fiduciary Services in Beverly, Massachusetts. Beatrice charges a percentage of assets and focuses on family wealth transfer and estate & legacy planning.
Request an introduction to Beatrice →
Specialties
Who they serve
- Founders
- Executives
- Ultra high net worth
- Multi-generational families
Facts
| Firm | Family Fiduciary Services |
|---|---|
| Based in | Beverly, Massachusetts |
| Fee model | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $254.2M across 369 accounts |
| SEC registration | Investment adviser representative in MA · CRD 8058217 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.familyfiduciary.net |
Request an introduction to Beatrice
Tell Beatrice a little about what you're looking for. Beatrice isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Beatrice
Is Beatrice Tiberii a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beatrice holds no broker registration, and Family Fiduciary Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Beatrice charge for financial advice?
Beatrice charges a percentage of assets.
Where is Beatrice Tiberii based?
Beatrice Tiberii is based in Beverly, Massachusetts.
What does Beatrice specialize in?
Beatrice's specialties include family wealth transfer and estate & legacy planning. Beatrice works with founders, executives, ultra high net worth and multi-generational families.
Is Beatrice Tiberii registered with the SEC?
Yes. Beatrice Tiberii is registered as an investment adviser representative in MA (CRD 8058217), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Family Fiduciary Services manage?
Family Fiduciary Services reports $254.2M across 369 accounts in assets under management.
How do I contact Beatrice Tiberii?
Through Beatrice's website, www.familyfiduciary.net.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Family Fiduciary Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.