Onyx Bridge Wealth Group LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$500⁠-⁠$10,000

“The maximum hourly fee to be charged for our financial planning and consulting services will not exceed $500; and flat fees to be charged for such services will not exceed $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Onyx Bridge Wealth Group LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Our Retirement Plan Consulting services are billed on the percentage of plan assets under management or, in select cases, based on a flat fee as described below, in either case as agreed with the client.”
• “Our fee for Retirement Plan Consulting services is negotiable, depending on individual client circumstances.”
• “Upon notice of termination pro-rata advisory fees for services rendered to the point of termination will be charged.”

How Onyx Bridge Wealth Group LLC’s fees compare

• Its flat or project fee of $500-$10,000 spans the New York median of $4,500. 59% of the 251 other New York planners that publish a flat or project fee charge less.
• 3 of the 3 other planners in Tarrytown that publish a flat or project fee charge less.

About Onyx Bridge Wealth Group LLC

• Firm size: 32 employees.
• Registered as an adviser: 2020 (6 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Insurance analysis
• Charitable giving

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

1,794

Employees

32

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, insurance companies, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, and educational seminars and workshops

Assets managed

$1,370,368,948

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

306097

Website

onyxbridge.com (opens in new tab)

Phone

(914) 909-6699

Can advise clients in 22 states: Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Indiana, Louisiana, Massachusetts, Maryland, North Carolina, New Hampshire, New Jersey, New York, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington

Other planners in Tarrytown that publish fees

• Debanyfinancial Group, LLCTarrytown$250/hr, $1,500
• Pope Wealth Planning, LLCTarrytown$500⁠-⁠$2,500/mo
• Stewardship Financial PlanningTarrytown$2,000⁠-⁠$6,000, $2,000⁠-⁠$5,000/yr
• The Capital Preserve, Inc.Tarrytown$250/hr, $3,000

Compare all 5 planners in Tarrytown