# Nancy Tolli

> Nancy Tolli is a fee-only financial advisor at Onyx Bridge Wealth Group in Tarrytown, New York. Nancy 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/nancy-tolli/
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:** 2203861 (https://adviserinfo.sec.gov/individual/summary/2203861)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1996), Series 65 (2005)
- **Firm size:** 32 employees
- **Disclosures:** None reported
- **Website:** https://www.onyxbridge.com

## Frequently asked questions

### Is Nancy Tolli a fee-only financial advisor?

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

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

### Where is Nancy Tolli based?

Nancy Tolli is based in Tarrytown, New York.

### What does Nancy specialize in?

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

### Is Nancy Tolli registered with the SEC?

Yes. Nancy Tolli is registered as an investment adviser representative in NY (CRD 2203861), 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 Nancy Tolli?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2203861): 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

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.