Stephen Wilchins
Family Fiduciary Services · Beverly, Massachusetts
Stephen Wilchins is a fee-only financial advisor at Family Fiduciary Services in Beverly, Massachusetts. Stephen 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 1406804 |
| Exams passed | Series 63 (1985) · Series 65 (2008) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.familyfiduciary.net |
How Stephen's firm compares
- Family Fiduciary Services's average account is about $689,000, from its Form ADV (assets managed divided by 369 accounts).
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Questions about Stephen
Is Stephen Wilchins a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephen 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 Stephen charge for financial advice?
Stephen charges a percentage of assets.
Where is Stephen Wilchins based?
Stephen Wilchins is based in Beverly, Massachusetts.
What does Stephen specialize in?
Stephen's specialties include family wealth transfer and estate & legacy planning. Stephen works with founders, executives, ultra high net worth and multi-generational families.
Is Stephen Wilchins registered with the SEC?
Yes. Stephen Wilchins is registered as an investment adviser representative in MA (CRD 1406804), 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 Stephen Wilchins?
Through Stephen'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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