UPWARD FINANCIAL PLANNING

UPWARD FINANCIAL PLANNING of VINTON, VA is an SEC-registered investment adviser (CRD 321825). Regulatory assets under management: $17.2M.

Registration

• CRD: 321825
• Type: Registered investment adviser
• Location: 118 E VIRGINIA AVE., VINTON, VA, 24179
• Phone: 5409155931
• Latest filing: 2026-02-09
• Regulatory AUM: $17.2M
• Discretionary AUM: $16.2M
• Non-discretionary AUM: $972K
• Clients: 2
• Accounts: 77

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 321825 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search