Onyx Wealth Management LLC fees and pricing
Financial planner in Lakewood, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 27, 2026, Onyx Wealth Management LLC charges $250 an hour and a flat or project fee of $350-$5,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 27, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Onyx Wealth’s financial planning and consulting fees are negotiable, but generally are $250 on an hourly rate basis, and from $350 to $5,000 on a fixed fee basis, depending upon the level and scope of the service(s) required and the professional(s) rendering the service(s).”
- Flat or project fee
- $350-$5,000
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Onyx Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Onyx Wealth will typically bill in advance one half (1/2) of a fixed fee financial plan upon engagement with final payment due at end of service.”
- “Hourly engagements will be billed after services are provided.”
- “Alternatively, clients may elect to have Onyx Wealth send an invoice for payment.”
How Onyx Wealth Management LLC’s fees compare
- Its hourly rate of $250 is below the New Jersey median of $300. 24% of the 174 other New Jersey planners that publish an hourly rate charge less.
- None of the 2 other planners in Lakewood that publish an hourly rate charge less.
- Its flat or project fee of $350-$5,000 is below the New Jersey median of $5,000. 28% of the 168 other New Jersey planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Lakewood that publish a flat or project fee charge less.
About Onyx Wealth Management LLC
“Onyx Wealth offers wealth management services to individual and high net worth clients as well as small businesses.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2024 (2 years).
Planning areas mentioned in the brochure
- Estate planning
- Business owners
- Cash flow and budgeting
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
- 1.5% a year
- Clients
- 13
- Employees
- 1
- Works with
- Individuals and charities
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $1,001,861
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 331330
- Phone
- (732) 267-1833
Can advise clients in 2 states: New Jersey, New York
Other planners in Lakewood that publish fees
- Choice Asset Management LLCLakewood$250/hr
- Five Point InvestmentsLakewood$250/hr, $500
- Leatherback Investments LLCLakewood$5,000-$15,000, $500-$10,000/mo
- 3I Wealth Management LLCFairfield$1,500, $2,500/yr
- A.m. Perricone LLCShamong$20,000
- Able Wealth Management LLCToms River$250-$500/hr, $2,500-$100,000
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.