Onyx Wealth Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$10,000

“AND CONSULTING OWM charges a negotiable fixed fee for financial planning and consulting services between $250 and $10,000 dependent upon the complexity of the Client’s specific situation.”

Quarterly fee

$750/qtr

“Thereafter the fees will be based on a flat quarterly fee of $750 per quarter charged at the beginning of each quarter.”

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.

• “Fees are billed quarterly in advance based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”
• “Upon termination of the Agreement, the fee will be prorated and any unearned fees will be refunded to the Client.”

How Onyx Wealth Management, LLC’s fees compare

• Its flat or project fee of $250-$10,000 spans the North Carolina median of $4,800. 56% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 5 of the 10 other planners in Durham that publish a flat or project fee charge less.

About Onyx Wealth Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2024 (2 years).

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

Clients

17

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$6,275,783

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

332972

Website

onyxpf.com (opens in new tab)

Phone

(919) 341-8477

Other planners in Durham that publish fees

• Alohana Financial, LLCDurham$500/hr, $1,500
• Brooks Financial of North Carolina, LLCDurham$125/hr
• Capital Solutions Advisors, LLCDurham$200/hr, $500⁠-⁠$20,000
• Center Peak FinancialDurham$500/hr, $2,000⁠-⁠$25,000
• Diversified Investment Services LLCDurham$50⁠-⁠$250
• Fryar FinancialDurham$150/hr

Compare all 22 planners in Durham