Cameron O'Neill
Family Fiduciary Services · Beverly, Massachusetts
Cameron O'Neill is a fee-only financial advisor at Family Fiduciary Services in Beverly, Massachusetts. Cameron charges a percentage of assets and focuses on family wealth transfer and estate & legacy planning.
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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 7028381 |
| Exams passed | Series 63 (2018) · Series 65 (2022) · Series 66 (2021) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.familyfiduciary.net |
| Profile |
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Questions about Cameron
Is Cameron O'Neill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cameron 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 Cameron charge for financial advice?
Cameron charges a percentage of assets.
Where is Cameron O'Neill based?
Cameron O'Neill is based in Beverly, Massachusetts.
What does Cameron specialize in?
Cameron's specialties include family wealth transfer and estate & legacy planning. Cameron works with founders, executives, ultra high net worth and multi-generational families.
Is Cameron O'Neill registered with the SEC?
Yes. Cameron O'Neill is registered as an investment adviser representative in MA (CRD 7028381), 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 Cameron O'Neill?
Through Cameron'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.
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