# Tom O'Neill

> Tom O'Neill is a fee-only financial advisor in Mount Laurel, New Jersey. Tom charges a percentage of assets and focuses on family wealth transfer, retirement planning and small business owners.

Page: https://find.wellspent.co/advisors/tom-oneill/
Built from public directory listings; last checked April 25, 2026.

## Facts

- **Based in:** Mount Laurel, New Jersey
- **Fee model:** Percentage of assets
- **Assets under management (firm):** $100M - $500M
- **Specialties:** Family wealth transfer, Retirement planning, Small business owners
- **Works with:** Ultra high net worth, High earners, Multi-generational families, Retirees, Founders
- **Website:** https://www.raymondjames.com/oneillwealthmanagement

## About

Our team focuses on transfer of wealth for families with net worth of $5-$35 million. We work with business owners who have or are about to sell their company, doctors, and recent retirees from their corporate career.

## Frequently asked questions

### Is Tom O'Neill a fee-only financial advisor?

Yes. Tom O'Neill is listed in the public advisor directory (listed as fee-only).

### How does Tom charge for financial advice?

Tom charges a percentage of assets.

### Where is Tom O'Neill based?

Tom O'Neill is based in Mount Laurel, New Jersey.

### What does Tom specialize in?

Tom's specialties include family wealth transfer, retirement planning and small business owners. Tom works with ultra high net worth, high earners, multi-generational families, retirees and founders.

### How do I contact Tom O'Neill?

Through Tom's website, www.raymondjames.com/oneillwealthmanagement.

## Sources

- Public advisor directory: listed as fee-only

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