Firm
Onyx Wealth Management
Durham, North Carolina
Fee-only
Onyx Wealth Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 17 individual clients, 4 of them high net worth.
- Its average account is about $224,000 (assets it manages divided by its 28 accounts).
- Its ongoing planning fee starts at $2,000 a year, below the North Carolina median of $4,500.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Durham, North Carolina |
|---|---|
| Website | onyxpf.com |
| [email protected] | |
| Phone | (919) 341-8477 |
Onyx Wealth Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $2,000 a year |
|---|---|
| One-time plan | From $250 |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"$1,000 initial fee + $500 per quarter" source
"Pricing $250" source
"This one-time service includes a basic review of your financial life and quick tips to make the most of your situation." source
"The annual fee will be based on the asset management fee schedule below." source
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 | $6 million |
| Individual clients | 13 |
| High-net-worth clients | 4 |
| Accounts managed | 28 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | February 11, 2026 |
| SEC record | CRD 332972 |