One-Up Financial fees and pricing
Financial planner in Erie, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated April 23, 2026, One-Up Financial charges a flat or project fee of $250-$750 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed April 23, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $250-$750
“Fees are paid quarterly in advance, ranging from $250 to $750.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How One-Up Financial bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee is based on a percentage of assets under management and is negotiable.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
How One-Up Financial’s fees compare
- Its flat or project fee of $250-$750 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
- 1 of the 3 other planners in Erie that publish a flat or project fee charge less.
About One-Up Financial
- Firm size: 9 employees.
- Founded: 2024 (2 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- Business owners
Firm details from Form ADV
- How the firm is paid
- Fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 96
- Employees
- 9
- Works with
- Individuals, high net worth individuals, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and pension consulting
- Assets managed
- $107,461,065
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 333778
- Phone
- (814) 325-2699
Can advise clients in 2 states: Pennsylvania, Texas
Other planners in Erie that publish fees
- Evident FinancialErie$125-$250, $2,500/yr
- Haverford Wealth Management, LLCErie$250/hr, $2,500-$7,500
- I.m.s. Wealth Management, LLCErie$125/hr, $250-$1,500
- Provident Wealth Management IncErie$300-$500/hr
- Robbins Wealth ManagementErie$3,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.