OC
CFP
OC
CFP

Orrin D Cellan

2 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningInsurance PlanningEstate PlanningEducation PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
247 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$426.8M

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1M+0.50%

Fees may be negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
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Location

2400 E. 25th Street, Idaho Falls, ID, 83404

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Onyx Financial Advisors, LLC
March 2023 - Present · 2 yrs 11 mos
State Registrations2 states
IDTX
Advisor
Exams
No exam information available for this advisor.