Curtis Byrd
Onyx Wealth Management · Durham, North Carolina
Curtis Byrd is a fee-only financial advisor at Onyx Wealth Management in Durham, North Carolina, who holds the CFP credential. Curtis charges a percentage of assets, a one-time planning fee and an ongoing planning fee (ongoing planning from $2,000 a year and one-time plans from $250) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | Onyx Wealth Management |
|---|---|
| Based in | Durham, North Carolina |
| Fee model | Percentage of assets · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $2,000 a year · One-time plans from $250 |
| Assets under management | $6.3M across 28 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC · CRD 6421634 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.onyxpf.com |
| Profile |
How Curtis's firm compares
- Ongoing planning starts at $2,000 a year, below the North Carolina median of $4,500 for fee-only firms that publish prices.
- A one-time plan starts at $250, below the North Carolina median of $1,950 for fee-only firms that publish prices.
- Onyx Wealth Management's average account is about $224,000, from its Form ADV (assets managed divided by 28 accounts).
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Questions about Curtis
Is Curtis Byrd a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Curtis holds no broker registration, and Onyx Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Curtis charge for financial advice?
Curtis charges a percentage of assets, a one-time planning fee and an ongoing planning fee.
How much does Curtis charge?
According to Onyx Wealth Management's website, checked October 30, 2026: ongoing planning from $2,000 a year; one-time plans from $250.
Where is Curtis Byrd based?
Curtis Byrd is based in Durham, North Carolina.
What does Curtis specialize in?
Curtis's specialties include retirement planning, estate & legacy planning, tax planning, sustainable & impact investing and pension planning.
What credentials does Curtis Byrd hold?
Curtis Byrd holds the CFP credential.
Is Curtis Byrd registered with the SEC?
Yes. Curtis Byrd is registered as an investment adviser representative in NC (CRD 6421634), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Onyx Wealth Management manage?
Onyx Wealth Management reports $6.3M across 28 accounts in assets under management.
How do I contact Curtis Byrd?
Through Curtis's website, www.onyxpf.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 Wealth Management 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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