Onyx Financial Advisors, LLC fees and pricing
Financial planner in Idaho Falls, Idaho. Registered with the SEC.
According to its Form ADV Part 2A brochure dated February 17, 2026, Onyx Financial Advisors, LLC charges an annual fee of $2,500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Annual fee
- $2,500/yr
“The minimum annual fee is $2,500.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Onyx Financial Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client must approve the change of scope in advance of the additional work being performed when a financial planning fee increase is necessary.”
- “In certain circumstances, financial planning fees may be negotiable.”
- “In certain circumstances, investment management fees may be negotiable.”
How Onyx Financial Advisors, LLC’s fees compare
- Its annual fee of $2,500 is below the Idaho median of $3,794. 36% of the 11 other Idaho planners that publish an annual fee charge less.
About Onyx Financial Advisors, LLC
“We provide personalized confidential financial planning and investment management.”
- Firm size: 10 employees.
- Founded: 2005 (21 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Minimum
- $1,000 minimum fee (stated in brochure)
- Clients
- 265
- Employees
- 10
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, and pension consulting
- Assets managed
- $506,448,769
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 134881
- Phone
- (208) 522-6400
Can advise clients in 5 states: Arizona, Idaho, Texas, Utah, Washington
Other planners in Idaho Falls that publish fees
- Good Better Best Financial Planning LLCIdaho Falls$250/hr, $300-$1,200
- Snake River Investment Counsel LLCIdaho Falls$100-$300/hr
- Teton Crest Wealth PlanningIdaho Falls$300/hr
- 3 Peaks FinancialAmmon$200/hr
- Abundance Financial PlanningCaldwell$3,000-$6,500
- Action Financial Planning LLCTwin Falls$275/hr, $95/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.