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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- SummitRadial +more
- Established Date
- 04-07-2022
- Office Locations
- 1
Office Locations
About 1UP Financial Advisors LLC
1UP Financial Advisors is a Raleigh, NC RIA providing plain-English financial planning and investment guidance focused on income, tax planning, and long-term goals, including estate and business succession planning for business owners. Portfolios emphasize asset allocation and tax-efficient strategies using ETFs and mutual funds. Prospects can start with a no-cost, no-obligation “Final Cut” review; the firm operates on Altruist and Schwab.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Ryan Timothy Bannister
Chief Compliance Officer, Financial Advisor, General Partner, Owner
- CRD
- #7512751
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,938,310 | -- |
| Non-Discretionary | $146,869 | -- |
| Total | $2,085,179 | -- |
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Separately Managed Accounts
Total SMA Asset: $2,085,179
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | $3,792,267,920 | 57.5% |
| Public Funds | $2,802,980,636 | 42.5% |
| Total | $6,595,248,556 | 100.0% |