Alan Tocman
Onyx Bridge Wealth Group · Tarrytown, New York
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.
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Specialties
Who they serve
- Multi-generational families
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 |
| Assets under management | $1.37B across 4,450 accounts |
| SEC registration | Investment adviser representative in FL, MA, NH, NJ, NY, TX · CRD 4821425 |
| Exams passed | Series 63 (2004) · Series 65 (2011) |
| Firm size | 32 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.onyxbridge.com |
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Questions about Alan
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.
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
- Onyx Bridge Wealth Group 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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