Firm
Onyx Financial Advisors
Idaho Falls, Idaho
Fee-only
Onyx Financial Advisors at a glance
- One of 70 fee-only firms based in Idaho in the Wellspent graph.
- 7 advisors are listed here; 3 of 7 hold the CFP.
- Its Form ADV reports 10 employees and 265 individual clients, 153 of them high net worth.
- Its average account is about $485,000 (assets it manages divided by its 1,045 accounts).
Fee-only advisors in Idaho · What fee-only advisors charge in Idaho
Facts
| Based in | Idaho Falls, Idaho |
|---|---|
| Website | onyxfinancial.com |
| Phone | (208) 522-6400 |
Onyx Financial Advisors fees
Onyx Financial Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $506 million |
| Individual clients | 112 |
| High-net-worth clients | 153 |
| Accounts managed | 1,045 |
| Employees | 10 |
| Planning clients | 251-500 |
| Registered with | The SEC (801-107355) |
| Financial planning | Offered |
| Form ADV filed | February 19, 2026 |
| SEC record | CRD 134881 |