# Eric Presogna

> Eric Presogna is a fee-only financial advisor at One-Up Financial in Erie, Pennsylvania, who holds the CFP and CPA credentials. Eric focuses on small business owners, retirement planning and tax planning. One-Up Financial reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/eric-presogna/
Built from public directory listings; last checked April 21, 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
- **Credentials:** CFP, CPA
- **Specialties:** Small business owners, Retirement planning, Tax planning
- **Works with:** Retirees
- **CRD:** 7027100 (https://adviserinfo.sec.gov/individual/summary/7027100)
- **SEC registration:** Investment adviser representative in PA, TX
- **Firm size:** 9 employees
- **Disclosures:** None reported
- **Website:** https://oneupfinancial.com

## Frequently asked questions

### Is Eric Presogna a fee-only financial advisor?

Yes. Eric Presogna is listed in 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 Eric's firm.

### How does Eric charge for financial advice?

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

### Where is Eric Presogna based?

Eric Presogna is based in Erie, Pennsylvania.

### What does Eric specialize in?

Eric's specialties include small business owners, retirement planning and tax planning. Eric works with retirees.

### What credentials does Eric Presogna hold?

Eric Presogna holds the CFP and CPA credentials.

### Is Eric Presogna registered with the SEC?

Yes. Eric Presogna is registered as an investment adviser representative in PA and TX (CRD 7027100), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Eric Presogna?

Through Eric's website, oneupfinancial.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/eric-presogna-10476): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.oneupfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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