Janel Bonsell
One-Up Financial · Erie, Pennsylvania
Janel Bonsell 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.
Request an introduction to Janel →
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 |
| SEC registration | Investment adviser representative in PA · CRD 8010226 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.oneupfinancial.com |
How Janel's firm compares
- One-Up Financial's average account is about $1.1 million, from its Form ADV (assets managed divided by 97 accounts).
Request an introduction to Janel
Tell Janel a little about what you're looking for. Janel isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Janel
Is Janel Bonsell a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Janel 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 Janel charge for financial advice?
Janel's firm, One-Up Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Janel Bonsell based?
Janel Bonsell is based in Erie, Pennsylvania.
Is Janel Bonsell registered with the SEC?
Yes. Janel Bonsell is registered as an investment adviser representative in PA (CRD 8010226), 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 Janel Bonsell?
Through Janel's website, www.oneupfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.