Upward Financial Planning

Upward Financial Planning (CRD# 321825) is a financial advisory firm headquartered in Roanoke, VA. They manage $7,904,330 in 39 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details

5301-b Williamson Rd., Roanoke, VA 24012

http://upwardfp.com/

By the Numbers

Total Assets Under Management

8

MILLION
Total Number of Accounts

39

ACCOUNTS
Average Account Value

$202,675

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

Financial Advisors at Upward Financial Planning

Showing 1 - 2 of 2 top financial advisors.

Daniel R. Colston

CRD#: 6896745

5301-b Williamson Rd., Roanoke, VA 24012

Daniel Colston (CRD# 6896745) is an Investment Advisor Representative working at Upward Financial Planning in Roanoke, VA and has over 6 years of experience in the finance industry.

Timothy Patterson

CRD#: 7886584

5301-b Williamson Rd., Roanoke, VA 24012

Timothy Patterson (CRD# 7886584) is an Investment Advisor Representative working at Upward Financial Planning in Roanoke, VA and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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