Facts and Insights
Founded in 2008, ONUS FINANCIAL LLC is a reputable financial planning firm that provides tailored solutions to their clients. The company prides itself on its team of experienced and knowledgeable advisors who offer expert financial advice to individuals and businesses alike. With a strong commitment to their clients’ financial success, ONUS FINANCIAL LLC has become a trusted name in the financial services industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 13 years |
Financial Services Offered
As a comprehensive financial planning firm, ONUS FINANCIAL LLC offers a wide range of services to help clients achieve their financial goals. These services include but are not limited to:
- Portfolio management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- Education funding
Client Types
The advisors at ONUS FINANCIAL LLC cater to the financial needs of various client types, including:
- High net worth individuals
- Business owners
- Retirees
- Families
- Young professionals
Fees & Compensation
As a fee-based firm, ONUS FINANCIAL LLC charges a percentage of the client’s assets under management as their compensation. This aligns the firm’s interests with their clients’ interests, as their compensation is directly tied to their clients’ financial success. This also means that the firm does not earn any commissions from recommending certain financial products, ensuring unbiased advice for their clients.
Background
With over 13 years in the financial services industry, ONUS FINANCIAL LLC has built a strong reputation for delivering personalized and effective financial solutions to their clients. The firm’s advisors have a combined experience of over 50 years in the industry, making them highly qualified to handle any financial situation.
Financial Advisor Disclosures to Know
In the interest of transparency, ONUS FINANCIAL LLC discloses all potential conflicts of interest to their clients. This includes any affiliations or relationships with financial institutions or products that could potentially influence their advice. The firm also ensures compliance with all legal and ethical standards in all their dealings with clients.
How does the advisor help clients – Key Takeaways:
– ONUS FINANCIAL LLC is a trusted financial planning firm with over 13 years of experience in the industry.
– The firm offers a wide range of services to cater to the diverse financial needs of their clients.
– Advisors at ONUS FINANCIAL LLC have a combined experience of over 50 years and are highly qualified to provide expert financial advice.
– As a fee-based firm, the firm’s compensation is tied to the success of their clients, ensuring unbiased advice.
– The company is transparent about any potential conflicts of interest and ensures compliance with all legal and ethical standards.