Erik O'Neill
Northcape Wealth Management · Williamsville, New York
Erik O'Neill is a fee-only financial advisor at Northcape Wealth Management in Williamsville, New York, who holds the CFP credential. Northcape Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Northcape Wealth Management |
|---|---|
| Based in | Williamsville, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $706.1M across 1,394 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 1771548 |
| Exams passed | Series 63 (1995) · Series 65 (2008) · Series 66 (2007) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.northcapewm.com |
| Profile |
How Erik's firm compares
- Northcape Wealth Management's average account is about $507,000, from its Form ADV (assets managed divided by 1,394 accounts).
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Questions about Erik
Is Erik O'Neill a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Erik holds no broker registration, and Northcape Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Erik charge for financial advice?
Erik's firm, Northcape Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Erik O'Neill based?
Erik O'Neill is based in Williamsville, New York.
What credentials does Erik O'Neill hold?
Erik O'Neill holds the CFP credential.
Is Erik O'Neill registered with the SEC?
Yes. Erik O'Neill is registered as an investment adviser representative in NY and TX (CRD 1771548), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Northcape Wealth Management manage?
Northcape Wealth Management reports $706.1M across 1,394 accounts in assets under management.
How do I contact Erik O'Neill?
Through Erik's website, www.northcapewm.com.
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
- 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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