Terry Roe
Onyx Financial Advisors · Idaho Falls, Idaho
Terry Roe is a fee-only financial advisor at Onyx Financial Advisors in Idaho Falls, Idaho, who holds the PFS credential. Onyx Financial Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Onyx Financial Advisors |
|---|---|
| Based in | Idaho Falls, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $506.4M across 1,045 accounts |
| Credentials | PFS |
| SEC registration | Investment adviser representative in ID, TX · CRD 4933838 |
| Exams passed | Series 65 (2006) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.onyxfinancial.com |
How Terry's firm compares
- Onyx Financial Advisors's average account is about $485,000, from its Form ADV (assets managed divided by 1,045 accounts).
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Questions about Terry
Is Terry Roe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Terry holds no broker registration, and Onyx Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Terry charge for financial advice?
Terry's firm, Onyx Financial Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Terry Roe based?
Terry Roe is based in Idaho Falls, Idaho.
What credentials does Terry Roe hold?
Terry Roe holds the PFS credential.
Is Terry Roe registered with the SEC?
Yes. Terry Roe is registered as an investment adviser representative in ID and TX (CRD 4933838), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Onyx Financial Advisors manage?
Onyx Financial Advisors reports $506.4M across 1,045 accounts in assets under management.
How do I contact Terry Roe?
Through Terry's website, www.onyxfinancial.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
- 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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