# Robert Oneil

> Robert Oneil is a fee-only financial advisor at Birch Hill Investment Advisors in Boston, Massachusetts, who holds the CFA credential. Robert charges a percentage of assets.

Page: https://find.wellspent.co/advisors/robert-oneil/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Birch Hill Investment Advisors
- **Based in:** Boston, Massachusetts
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $2.95B across 1,388 accounts
- **Credentials:** CFA
- **Works with:** Multi-generational families
- **CRD:** 1626421 (https://adviserinfo.sec.gov/individual/summary/1626421)
- **SEC registration:** Investment adviser representative in MA
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.bhboston.com

## Frequently asked questions

### Is Robert Oneil a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Robert holds no broker registration, and Birch Hill Investment Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Robert charge for financial advice?

Robert charges a percentage of assets.

### Where is Robert Oneil based?

Robert Oneil is based in Boston, Massachusetts.

### What credentials does Robert Oneil hold?

Robert Oneil holds the CFA credential.

### Is Robert Oneil registered with the SEC?

Yes. Robert Oneil is registered as an investment adviser representative in MA (CRD 1626421), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Birch Hill Investment Advisors manage?

Birch Hill Investment Advisors reports $2.95B across 1,388 accounts in assets under management.

### How do I contact Robert Oneil?

Through Robert's website, www.bhboston.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1626421): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://bhboston.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.