1Up Financial Advisors LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“We provide financial planning through an hourly fee structure at a rate of $250 per hour.”

Flat or project fee

Up to $2,500

“Ongoing Financial Planning Ongoing Financial Planning consists of an initial charge of $0 - $2,500 and an ongoing fee that is paid monthly, in advance, at the rate of $300 - $1,000 per month, based on complexity and needs of the client and may be negotiable in certain cases at the discretion of 1Up.”

Monthly fee

$300⁠-⁠$1,000/mo

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How 1Up Financial Advisors LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
• “An account may be terminated with written notice at least 15 calendar days in advance.”
• “Since fees are paid in arrears, no refund will be needed upon termination of the account.”

How 1Up Financial Advisors LLC’s fees compare

• Its hourly rate of $250 is below the North Carolina median of $300. 22% of the 177 other North Carolina planners that publish an hourly rate charge less.
• 2 of the 9 other planners in Cary that publish an hourly rate charge less.
• Its flat or project fee of up to $2,500 is below the North Carolina median of $4,800. 12% of the 172 other North Carolina planners that publish a flat or project fee charge less.
• 2 of the 13 other planners in Cary that publish a flat or project fee charge less.

About 1Up Financial Advisors LLC

• Principal: Ryan Bannister
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

11

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$2,085,179

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

319193

Website

1upadvisors.com (opens in new tab)

Phone

(919) 218-2315

Other planners in Cary that publish fees

• Artifex Advisory Group, Inc.Cary$200/hr, $1,000⁠-⁠$5,000
• Awaken Financial Designs LLCCary$250/hr, $2,000⁠-⁠$5,000
• Brodie Wealth ManagementCaryUp to $25,000, $500⁠-⁠$12,500/qtr
• Cary Financial Planning, LLCCary$1,000⁠-⁠$50,000, $1,000⁠-⁠$50,000/yr
• Comperio Retirement Consulting, Inc.Cary$200⁠-⁠$350/hr, $1,000⁠-⁠$3,000
• Eustace AdvisorsCary$200/hr, $2,000

Compare all 21 planners in Cary