Daniel Colston is a CFP-designated registered investment advisor at Upward Financial Planning, based in Vinton, VA, with 8 years of industry experience. Daniel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 77 clients with $17M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.35% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.70% |
Fees are negotiable.
Fee Estimator
Location
118 E Virginia Ave., Vinton, VA, 24179
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Daniel owns Daniel's Painting, LLC, dedicating about 10% of his time to this activity.
Employment History
Current Registrations
Upward Financial Planning
Previous Registrations
Upward Financial Planning
American Financial Planning, INC.
State Registrations1 state
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