Firm
Family Fiduciary Services
Beverly, Massachusetts
Fee-only
Family Fiduciary Services at a glance
- One of 352 fee-only firms based in Massachusetts in the Wellspent graph.
- 6 advisors are listed here.
- Its Form ADV reports 5 employees and 103 individual clients, 39 of them high net worth.
- Its average account is about $689,000 (assets it manages divided by its 369 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Massachusetts · What fee-only advisors charge in Massachusetts
Facts
| Based in | Beverly, Massachusetts |
|---|---|
| Website | familyfiduciary.net |
| Phone | (978) 922-0050 |
Family Fiduciary Services fees
Family Fiduciary Services doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: percentage of assets. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $254 million |
| Individual clients | 64 |
| High-net-worth clients | 39 |
| Accounts managed | 369 |
| Employees | 5 |
| Planning clients | 0 |
| Registered with | The SEC (801-119095) |
| Financial planning | Offered |
| Form ADV filed | August 24, 2026 |
| SEC record | CRD 146339 |