Onyx Financial Advisors, LLC

Onyx Financial Advisors, LLC (CRD# 134881) is a financial advisory firm headquartered in Idaho Falls, ID. They manage $356,230,967 in 898 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details
2400 E. 25th Street, Idaho Falls, ID 83404
https://www.onyxfinancial.com
By the Numbers
  • Total Assets Under Management
    356
    MILLION
  • Total Number of Accounts
    898
    ACCOUNTS
  • Average Account Value
    $396,694
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

ID, TX, UT, WA

Financial Advisors at Onyx Financial Advisors, LLC
Showing 1 - 7 of 7 top financial advisors.
1
Cody Daniels, financial advisor Idaho Falls ID
Cody G. Daniels
CRD#: 6093280
2400 E. 25th Street, Idaho Falls, ID 83404

Cody Daniels (CRD# 6093280) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 6 years of experience in the finance industry.

2
Lyndsay Goody, financial advisor Idaho Falls ID
Lyndsay Goody
CRD#: 4852739
2400 E. 25th Street, Idaho Falls, ID 83404

Lyndsay Goody (CRD# 4852739) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 13 years of experience in the finance industry.

3
Jonathan Petersen, financial advisor Idaho Falls ID
Jonathan I. Petersen
CRD#: 6498936
2400 E. 25th Street, Idaho Falls, ID 83404

Jonathan Petersen (CRD# 6498936) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 7 years of experience in the finance industry.

4
Terry Roe, financial advisor Idaho Falls ID
Terry L. Roe
CRD#: 4933838
2400 E. 25th Street, Idaho Falls, ID 83404

Terry Roe (CRD# 4933838) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 17 years of experience in the finance industry.

5
Aaron Sautter, financial advisor Idaho Falls ID
Aaron B. Sautter
CRD#: 5720804
2400 E. 25th Street, Idaho Falls, ID 83404

Aaron Sautter (CRD# 5720804) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 14 years of experience in the finance industry.

6
Orrin Cellan, financial advisor Idaho Falls ID
Orrin D. Cellan
CRD#: 7690561
2400 E. 25th Street, Idaho Falls, ID 83404

Orrin Cellan (CRD# 7690561) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has 1 year of experience in the finance industry.

7
Dallin Walker, financial advisor Idaho Falls ID
Dallin V. Walker
CRD#: 7129825
2400 E. 25th Street, Idaho Falls, ID 83404

Dallin Walker (CRD# 7129825) is an Investment Advisor Representative working at Onyx Financial Advisors, LLC in Idaho Falls, ID and has over 4 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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