UPWARD FINANCIAL PLANNING

Phone

5409155931

Fax

—

Registration

— (—)

Source

State registered

Total AUM

$17.2M

Discretionary AUM

$16.2M

Team

2 total employees; 1 advisory reps; 12 broker-dealer reps

Clients

11-25

Fees

Percentage of AUM; Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-02-09

Disciplinary history

No