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Upward Financial Planning

Headquartered in ROANOKE, VA

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Firm Information

Upward Financial Planning is an investment advisor headquartered in Pennsylvania, with 1 licensed agent and 2 investment adviser representatives. The firm manages approximately $14.8 million in assets for 62 clients, primarily individuals other than high-net-worth individuals. Their services include financial planning and portfolio management for individuals.

Upward Financial Planning

$14.80M

Assets Under Management

25

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

UPWARD FINANCIAL PLANNING has a total of 1 branch locations across the country.
location

ROANOKE, VA

Advisors at Upward Financial Planning

View All 1 Advisors
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Timothy Patterson

RA

ROANOKE, VA

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Daniel Ryan Colston

CFP®, RA

ROANOKE, VA

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Disclosures

There are no public disclosures for Upward Financial Planning.

Frequently Asked Questions (7)

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