Firm
1Up Financial Advisors
Cary, North Carolina
Fee-only
1Up Financial Advisors at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 11 individual clients.
- Its average account is about $99,000 (assets it manages divided by its 21 accounts).
- Its ongoing planning fee starts at $6,000 a year, above the North Carolina median of $4,500.
- Its website says it's taking new clients.
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Cary, North Carolina |
|---|---|
| Website | 1upadvisors.com |
| Phone | (919) 218-2315 |
1Up Financial Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Ongoing planning fee · Hourly · Flat fee |
In the firm's words
"Starting at $500 / month." source
"We do not require minimum income or investments to work with us." source
"We agree to an annual fee at the beginning of our work together. You pay it monthly." source
"we have hourly financial planning options that may be more suitable to your situation" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $2 million |
| Individual clients | 11 |
| Accounts managed | 21 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 8, 2026 |
| SEC record | CRD 319193 |