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Barry Oneil is a registered investment advisor at Wells Fargo Advisors, based in Boston, MA, with 42 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.
Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B
Fee Structure
Minimum Investment:$250K
- Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
- Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
- Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.
One-Time Plan:Up to $25,000
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Location
125 High St, Ste 1359A, Boston, MA, 02110
Get directionsHistory
Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 1992Settled
Criminal
October 1978Final Disposition
Criminal
February 1977Final Disposition
Other Business Activities
Barry is the passive owner of a hair salon since 2005, dedicating minimal time to it.
Employment History
Current Registrations
Wells Fargo Advisors
December 2025 - Present · 5 mos
Wells Fargo Clearing Services, LLCBroker
December 2025 - Present · 5 mos
Previous Registrations
UBS Financial Services INC.
October 2011 - December 2025 · 14 yrs 2 mos
UBS Financial Services INC.Broker
July 2011 - December 2025 · 14 yrs 5 mos
RBC Capital Markets, LLC
November 2003 - August 2011 · 7 yrs 9 mos
RBC Capital Markets, LLCBroker
May 2003 - August 2011 · 8 yrs 3 mos
Citigroup Global Markets INC.Broker
January 1998 - May 2003 · 5 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
December 1990 - December 1997 · 7 yrs
Gruntal & CO. IncorporatedBroker
January 1989 - December 1990 · 1 yr 11 mos
Smith Barney, Harris Upham & CO., IncorporatedBroker
April 1988 - January 1989 · 9 mos
Novatech Capital CorporationBroker
December 1987 - February 1988 · 2 mos
James J. Duane & CO., INC.Broker
November 1987 - December 1987 · 1 mo
D. H. Blair & CO., INC.Broker
April 1987 - September 1987 · 5 mos
Shearson Lehman Brothers INC.Broker
August 1986 - May 1987 · 9 mos
Oppenheimer & CO., INC.Broker
October 1984 - August 1986 · 1 yr 10 mos
Shearson Lehman/american Express INC.Broker
September 1983 - October 1984 · 1 yr 1 mo
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.