Monday, August 4, 2014

Idaho Falls firm makes CNBC's top 100 list for fee-only wealth management

Onyx Financial Advisors (from left): John Parry, Aaron Sautter, Lyndsay Goody, Ken Simpson and Terry Roe.
Onyx Financial Advisors, an Idaho Falls company that was started in 2005 by Ken Simpson, John Parry and Terry Roe, has been recognized by CNBC as one to the top 100 fee-only wealth management companies in the United States.

Coming  in at No. 99, Onyx was the only Idaho company to make the cut. Companies were chosen based on a number of criteria, including:

Professional designations on staff (CFP, CFA, CPA or PFS)
Relations with third-party professionals such as attorneys or CPAs
Growth of assets
Years in business
Assets under management

Firms were also evaluated based on any regulatory actions by the SEC, FINRA, state regulators, and state insurance commissioners, and could not have had any reported complaints, actions or disclosures.

Here is a link to the full CNBC story: