Eric Presogna
One-Up Financial · Erie, Pennsylvania
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.
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Specialties
Who they serve
- Retirees
Facts
| Firm | One-Up Financial |
|---|---|
| Based in | Erie, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $107.5M across 97 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in PA, TX · CRD 7027100 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | oneupfinancial.com |
| Profile |
How Eric's firm compares
- One-Up Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 97 accounts).
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Questions about Eric
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- One-Up Financial 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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