# David Herbe

> David Herbe is a fee-only financial advisor at One-Up Financial in Erie, Pennsylvania. One-Up Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/david-herbe/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** One-Up Financial
- **Based in:** Erie, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $107.5M across 97 accounts
- **CRD:** 8009191 (https://adviserinfo.sec.gov/individual/summary/8009191)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://www.oneupfinancial.com

## Frequently asked questions

### Is David Herbe a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: David holds no broker registration, and One-Up Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does David charge for financial advice?

David's firm, One-Up Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is David Herbe based?

David Herbe is based in Erie, Pennsylvania.

### Is David Herbe registered with the SEC?

Yes. David Herbe is registered as an investment adviser representative in PA (CRD 8009191), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does One-Up Financial manage?

One-Up Financial reports $107.5M across 97 accounts in assets under management.

### How do I contact David Herbe?

Through David's website, www.oneupfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8009191): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.