Eddy Jurgielewicz
Upbeat Wealth · New Orleans, Louisiana
Eddy Jurgielewicz is a fee-only financial advisor at Upbeat Wealth in New Orleans, Louisiana, who holds the CFP credential. Eddy charges a percentage of assets and an ongoing planning fee (ongoing planning from $4,200 a year and 0.75% a year on the first tier of assets managed) and focuses on equity compensation and tax planning.
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Specialties
Facts
| Firm | Upbeat Wealth |
|---|---|
| Based in | New Orleans, Louisiana |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $4,200 a year · 0.75% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $14.6M across 95 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, LA, NY, TX · CRD 6637957 |
| Exams passed | Series 63 (2016) · Series 66 (2019) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | upbeatwealth.com |
| Profile |
How Eddy's firm compares
- Ongoing planning starts at $4,200 a year, in line with the US median of $4,500 for fee-only firms that publish prices.
- Upbeat Wealth's average account is about $154,000, from its Form ADV (assets managed divided by 95 accounts).
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Questions about Eddy
Is Eddy Jurgielewicz a fee-only financial advisor?
Yes. Eddy Jurgielewicz is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Eddy's firm.
How does Eddy charge for financial advice?
Eddy charges a percentage of assets and an ongoing planning fee.
How much does Eddy charge?
According to Upbeat Wealth's website, checked October 28, 2026: ongoing planning from $4,200 a year; 0.75% a year on the first tier of assets managed.
Does Eddy work with clients virtually?
Yes. Upbeat Wealth says on its website that it works with clients remotely.
Where is Eddy Jurgielewicz based?
Eddy Jurgielewicz is based in New Orleans, Louisiana.
What does Eddy specialize in?
Eddy's specialties include equity compensation and tax planning.
What credentials does Eddy Jurgielewicz hold?
Eddy Jurgielewicz holds the CFP credential.
Is Eddy Jurgielewicz registered with the SEC?
Yes. Eddy Jurgielewicz is registered as an investment adviser representative in CA, LA, NY and TX (CRD 6637957), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Upbeat Wealth manage?
Upbeat Wealth reports $14.6M across 95 accounts in assets under management.
How do I contact Eddy Jurgielewicz?
Through Eddy's website, upbeatwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Upbeat Wealth website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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