Daniel Ryan Colston
CFP®Professional Summary
Daniel Ryan Colston, CFP® is a registered financial advisor currently at UPWARD FINANCIAL PLANNING located in Vinton, Virginia. Daniel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2018. Daniel has worked at 2 firms and has passed the Series 65 exam.
At a Glance
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Fiduciary Standard
Fee Structure
Account Minimum
Active Clients
Services Offered
- Comprehensive Financial Planning
- Tax Planning
- Investment Planning
Biography
Our CEO and financial advisor Daniel Colston, CFP® founded the company in 2022 and has been advising clients since 2018. He successfully passed the rigorous CERTIFIED FINANCIAL PLANNER™ exam in November of 2019 and satisfied the 2 year experience requirement a month later. As a CERTIFIED FINANCIAL PLANNER™ professional and fee-only fiduciary advisor, he puts your interests first in all financial recommendations. He wrote The Money Success Guidebook: A Step-by-Step Game Plan to Master Your...
Other Aliases
There are no additional aliases reported.
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Videos & Posts
This advisor has not added any videos or posts yet.
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Contact Information
This advisor has not claimed their profile yet, so there is no contact information to display at this time.
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Disclosures are events reported to regulators, such as customer disputes, regulatory actions, employment separations, or financial events. Some are resolved, denied, or contested — a disclosure is not a verdict. We recommend asking an advisor directly about any disclosure on their record.
Disclosures on record.
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Credentials
Years of Experience
8 years in the financial services industry
Current & Past Employments
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Current Firm
UPWARD FINANCIAL PLANNING | UPWARD FINANCIAL PLANNING, LLC
Contact Information
Main Address
118 E Virginia Ave., Vinton, VA 24179Phone Number
(540) 915-5931# of Employees
2Documents
Regulatory Assets Under Management
Total Number of Accounts
77AUM (Assets Under Management)
$17,191,685Similar Advisors
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Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
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State Registrations and Notice Filings
(2/12/2026)
Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.
Exams
Financial professionals may take different exams throughout their careers based on the types of services they provide and roles they perform.
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CRS (Client Relationship Summary) - RIA
Click below to view Daniel Ryan Colston's CRS (Customer Relationship Summary).
Services Offered by Daniel
- Comprehensive Financial Planning
- Tax Planning
- Investment Planning
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