Ryan Bannister
1Up Financial Advisors · Cary, North Carolina
Ryan Bannister is a fee-only financial advisor at 1Up Financial Advisors in Cary, North Carolina. Ryan charges an ongoing planning fee, hourly fees and a flat fee or retainer (ongoing planning from $6,000 a year and no asset minimum) and focuses on tax planning and small business owners.
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Specialties
Who they serve
- Founders
- High earners
Facts
| Firm | 1Up Financial Advisors |
|---|---|
| Based in | Cary, North Carolina |
| Fee model | Ongoing planning fee · Hourly · Flat fee or retainer |
| Fees (firm's website) | Ongoing planning from $6,000 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $2.1M across 21 accounts |
| SEC registration | Investment adviser representative in NC, TX · CRD 7512751 |
| Exams passed | Series 65 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.1upadvisors.com |
| Profile |
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Questions about Ryan
Is Ryan Bannister a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and 1Up Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan charges an ongoing planning fee, hourly fees and a flat fee or retainer.
How much does Ryan charge?
According to 1Up Financial Advisors's website, checked October 30, 2026: ongoing planning from $6,000 a year; no asset minimum.
Where is Ryan Bannister based?
Ryan Bannister is based in Cary, North Carolina.
What does Ryan specialize in?
Ryan's specialties include tax planning and small business owners. Ryan works with founders and high earners.
Is Ryan Bannister registered with the SEC?
Yes. Ryan Bannister is registered as an investment adviser representative in NC and TX (CRD 7512751), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does 1Up Financial Advisors manage?
1Up Financial Advisors reports $2.1M across 21 accounts in assets under management.
How do I contact Ryan Bannister?
Through Ryan's website, www.1upadvisors.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
- 1Up Financial Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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