# Jay Freeberg

> Jay Freeberg is a fee-only financial advisor at Onyx Bridge Wealth Group in Boca Raton, Florida, who holds the CFP credential. Jay 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/jay-freeberg/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Onyx Bridge Wealth Group
- **Based in:** Boca Raton, Florida
- **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
- **Credentials:** CFP
- **Specialties:** Family wealth transfer, Estate & legacy planning, Small business owners
- **Works with:** Multi-generational families
- **CRD:** 1812003 (https://adviserinfo.sec.gov/individual/summary/1812003)
- **SEC registration:** Investment adviser representative in CA, CO, CT, FL, LA, NJ, NY, TX
- **Exams passed:** Series 63 (1988), Series 65 (1998)
- **Firm size:** 32 employees
- **Disclosures:** None reported
- **Website:** https://www.onyxbridge.com

## Frequently asked questions

### Is Jay Freeberg a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jay 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 Jay charge for financial advice?

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

### Where is Jay Freeberg based?

Jay Freeberg is based in Boca Raton, Florida.

### What does Jay specialize in?

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

### What credentials does Jay Freeberg hold?

Jay Freeberg holds the CFP credential.

### Is Jay Freeberg registered with the SEC?

Yes. Jay Freeberg is registered as an investment adviser representative in CA, CO, CT, FL, LA, NJ, NY and TX (CRD 1812003), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### 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 Jay Freeberg?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1812003): 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.