O
Onus Financial LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
Onus Financial LLC provides investment advisory and financial planning services to individuals and high-net-worth clients, offering both discretionary and non-discretionary portfolio management. The firm delivers tailored portfolio construction and advice across common investment types including equities, fixed income, mutual funds, ETFs and REITs.
The firm's investment approach emphasizes individualized objectives and risk tolerance, incorporating methods such as fundamental and cyclical analysis and elements of modern portfolio theory; it uses model portfolios, ongoing monitoring, and periodic rebalancing and executes trades through a qualified custodian. Clients receive written plans and periodic account reports, and the firm practices block trading for discretionary accounts while leaving proxy voting to clients.
Noteworthy for an investment-manager profile, the firm makes available hourly financial planning and alternative fixed-fee arrangements in addition to asset-based billing, a pricing approach that is relatively uncommon among peers. The firm currently reports no assets under management, and its principal devotes a majority of professional time to an outside business in the semiconductor industry, which may affect capacity and service delivery.
Client services
Financial planning
Portfolio management
Expertise
Wealth management
Tax-loss harvesting
Fee options
Fixed fee for financial planning services generally ranges from $499 to $1,499, negotiable
1.00% annually
$150 per hour for financial planning and consulting services, negotiable
Account minimum: $200,000 (may be waived at firm's discretion)
Main office location
Onus Financial LLC
Austin TX, United States
Number of offices
1
Most active in
Onus Financial LLC has reported serving >5 clients in these states in the last 12 months.
Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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