Lyndsay Goody is a PFS-designated registered investment advisor at Onyx Financial Advisors, LLC, based in Idaho Falls, ID, with 15 years of industry experience. Lyndsay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 272 clients with $510M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
2400 E. 25th Street, Idaho Falls, ID, 83404
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Regulatory History
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.
Learn about disclosures →Other Business Activities
Lyndsay works as a staff accountant at Parry, Roe and Company since 2008. This takes about a quarter of her time during normal business hours.
Employment History
Current Registrations
Onyx Financial Advisors, LLC
State Registrations2 states
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