Peter Eaglen
One-Up Financial · Erie, Pennsylvania
Peter Eaglen 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.
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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 8010224 |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.oneupfinancial.com |
How Peter'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 Peter
Is Peter Eaglen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Peter 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 Peter charge for financial advice?
Peter's firm, One-Up Financial, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Peter Eaglen based?
Peter Eaglen is based in Erie, Pennsylvania.
Is Peter Eaglen registered with the SEC?
Yes. Peter Eaglen is registered as an investment adviser representative in PA (CRD 8010224), 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 Peter Eaglen?
Through Peter'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.
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