Cody
Daniels
Onyx Financial Advisors, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Cody Daniels is a certified financial planner working out of Idaho Falls, Idaho, with 2 years of industry experience. Daniels is currently employed by Onyx Financial Advisors, LLC. Over the course of their career, Daniels has held roles at Idaho Central Credit Union, Yeske Buie, Fidelity Brokerage Services, LLC, Fidelity Personal And Workplace Advisors, Parkland Securities Company, Sigma Planning Corporation, Fidelity Investments, Onyx Financial Advisors, Uma Financial Services, Inc and Strategic Advisers LLC. Daniels holds Series 63 and Series 66 licenses, which qualify them as a securities broker, and is approved to work in Idaho. Onyx Financial Advisors, LLC is a financial advisory firm based out of Idaho Falls, ID. It oversees $300 million in assets between its 882 customer accounts, making it one of the mid-sized firms in the United States by assets under management. The firm advises eight charitable organizations. Of its 882 customer accounts, 44% are associated with high-net-worth individuals who have at least $1 million in assets. Onyx Financial Advisors, LLC has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Financial management fee schedules usually depend on which service is provided. However, fees charged by Onyx Financial Advisors, LLC most likely include asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
Onyx Financial Advisors, LLC Brokerage Details
$299,838,428
9
882
$339,953
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Cody Daniels Work History
Cody has been registered as a financial advisor for 2 years.*
Onyx Financial Advisors
Fidelity Investments
Parkland Securities Company
Sigma Planning Corporation
Fidelity Personal And Workplace Advisors
Uma Financial Services, Inc
Strategic Advisers LLC
Fidelity Brokerage Services, LLC
Yeske Buie
Idaho Central Credit Union
Idaho Central Credit Union
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Cody Daniels to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Onyx Financial Advisors, LLC
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
Idaho Falls, ID
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
