1Up Financial Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
1Up Financial Advisors provides investment management and comprehensive financial planning primarily for individual and high‑net‑worth clients, with additional consulting for business owners and content creators. Beyond portfolio management and written financial plans, the firm also offers tax return preparation and bookkeeping services for individuals and small businesses.
The firm’s investment process emphasizes strategic asset allocation with tactical adjustments and may use both passive and active vehicles, grounded in modern portfolio theory and informed by fundamental and technical analysis. Clients receive individualized plans that consider risk tolerance, tax implications, employee benefits, and other personal factors, with regular reviews and discretionary management when authorized.
What's distinctive about the firm is the integration of licensed accounting services with advisory work—the principal is a CPA and the firm explicitly provides tax preparation, bookkeeping, and payroll coordination alongside planning and investment services. The firm also conducts educational seminars and speaking engagements and offers niche consulting such as content monetization and business‑exit planning, services that are less commonly combined with investment advice at independent advisory firms.
Client services
Expertise
Occupation focus
Fee options
1.00% annually
$250 per hour
Ongoing Financial Planning monthly fee ranging from $300 to $1,000 based on complexity
Account minimum: $50,000 Fee-only: Ongoing Financial Planning: initial fee $0 - $2,500 plus $300 - $1,000 per month; Hourly Financial Planning: $250 per hour
Main office
Cary NC
Advisors at this office
1
Most active in
North Carolina · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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.
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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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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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