# Alan Tocman

> Alan Tocman is a fee-only financial advisor at Onyx Bridge Wealth Group in Tarrytown, New York. Alan focuses on family wealth transfer, estate & legacy planning and small business owners. Onyx Bridge Wealth Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Onyx Bridge Wealth Group
- **Based in:** Tarrytown, New York
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.37B across 4,450 accounts
- **Specialties:** Family wealth transfer, Estate & legacy planning, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 4821425 (https://adviserinfo.sec.gov/individual/summary/4821425)
- **SEC registration:** Investment adviser representative in FL, MA, NH, NJ, NY, TX
- **Exams passed:** Series 63 (2004), Series 65 (2011)
- **Firm size:** 32 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.onyxbridge.com

## Frequently asked questions

### Is Alan Tocman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Alan holds no broker registration, and Onyx Bridge Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Alan charge for financial advice?

Alan's firm, Onyx Bridge Wealth Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Alan Tocman based?

Alan Tocman is based in Tarrytown, New York.

### What does Alan specialize in?

Alan's specialties include family wealth transfer, estate & legacy planning and small business owners. Alan works with multi-generational families.

### Is Alan Tocman registered with the SEC?

Yes. Alan Tocman is registered as an investment adviser representative in FL, MA, NH, NJ, NY and TX (CRD 4821425), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does Onyx Bridge Wealth Group manage?

Onyx Bridge Wealth Group reports $1.37B across 4,450 accounts in assets under management.

### How do I contact Alan Tocman?

Through Alan's website, www.onyxbridge.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4821425): 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://onyxbridge.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.