Upward Financial Planning fees and pricing
Financial planner in Vinton, Virginia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 9, 2026, Upward Financial Planning charges $250 an hour and a flat or project fee of $500-$20,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“Our hourly rate is $250.”
- Flat or project fee
- $500-$20,000
“Fixed fee rates range between $500 to $20,000 or more.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Upward Financial Planning 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 paid monthly in arrears, ranging from $50 to $500.”
How Upward Financial Planning’s fees compare
- Its hourly rate of $250 is below the Virginia median of $260. 30% of the 203 other Virginia planners that publish an hourly rate charge less.
- Its flat or project fee of $500-$20,000 spans the Virginia median of $4,250. 83% of the 168 other Virginia planners that publish a flat or project fee charge less.
About Upward Financial Planning
“Upward Financial Planning LLC became registered in April, 2022 to provide investment advisory services.”
- Principal: Daniel Colston
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Founded: 2022 (4 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Equity compensation
- 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
- 1.35% a year
- Clients
- 77
- Employees
- 2
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $17,191,685
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 321825
- Phone
- (540) 915-5931
Other planners in Virginia that publish fees
- 8TH Street Investments, LLCAlexandria$250-$500/hr, $2,000-$7,000
- Abich Financial Wealth Management, LLCAshburn$350/hr, $20,000
- Acadia Financial Services, LLCFairfax Station$400/hr, $600/yr
- Acorn Financial Advisory Services, Inc.Reston$175-$1,295/hr, $3,750
- Activ8 Family Office LLCMclean$400/hr, $2,500-$100,000
- Acts Financial AdvisorsMclean$450/hr
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.