Ryan Bannister, CPA

Financial Planning for Busy Twitch & YouTube Creators.

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1Up Financial Advisors Ryan Bannister, CPA

Raleigh, NC

Serving Clients Nationwide

Financial Planning for Busy Twitch & YouTube Creators.

Website

Areas of Focus

Family and Money
Financial Life Planning
Owning a Business
Real Estate Investing
Taxes

About Ryan Bannister, CPA

Hi! I’m Ryan Bannister, Owner and Lead Money Man of 1Up Financial Advisors. I help busy Twitch and YouTube creators like you manage money.

After telling someone you're a content creator, has anyone ever asked you, "Do you have a real job too?" It seems like so many people today still don't understand that making a living online isn't just possible; it's how the world works now.

This misconception is definitely still running strong in the world of money & finance. That's where I come in as a financial planner - my job is to help busy creators plan their goals for life, family, and business into the world of money. Bring a beer, this will be fun. Think of me as the guy who helps you write the strategy guide to your game of money.

I’m a licensed CPA and fee-only financial planner, both of which make me a fiduciary for you. Think of that like the legal version of Snape’s Unbreakable Vow — meaning I’m legally obligated to put your best interest first in any strategies I recommend.

I love building relationships and helping people work towards their version of "financial success," whether that's creating more free time to do the things you love or socking away what you make for your kid's college fund. I want you to be excited to look at your bank account, able to breathe and focus on creating, and confident in understanding where your money is going.

Professional Designations

Certified Public Accountant (CPA)

Affiliations

American Institute of CPAs
XY Planning Network

Primary Location

Raleigh, NC, USA

Meeting Options

Video Conference
In-Person
Phone

Book Intro Call

Compensation Methods

Fee Only
Hourly Rate
Percentage of Assets Managed
Subscription

What to expect in the first meeting

Click the 'Book Intro Call' button above and use the form to schedule a free consultation call with me. We’ll chat for 20-30 mins to see if we’re a good fit to work together. We typically don’t get into numbers, and will mainly talk about your business and what you’re looking for in an advisor.

Offers Investment Management

Yes

About 1Up Financial Advisors

If your money feels like the final boss you spend hours trying to beat, we're your strategy guide.

You’re making way more money than you ever thought you would playing video games and creating content. But does it feel like you just never have the time (or interest, don’t be shy) to keep up with it all?

Just like with a game, if you sit there for hours, you can eventually get a handle on this money thing. But who wants to do that?

Imagine how it would be different if you were PSYCHED to look at your money knowing you’re making the right moves...that’s where we can help as a fee-only financial planning firm.

We put your interests first and team up with you to create your own personal money strategy guide (just like the good ol’ Nintendo Power days).

WHAT GETTING STARTED LOOKS LIKE:

If you’ve never worked with an advisor before, I know it can feel really weird to book a call with some guy on the internet. So here’s the process you can expect when you book your intro call with me:

1️⃣ Book an Intro Call. Here, we’ll chat for 20-30 min to see if we’re a good fit. We typically don’t get too deep into numbers, if at all. We’ll mainly talk about what you’re looking for in an advisor, as well as your goals for life, family, and business.

2️⃣ We’re a good fit! I’ll invite you to a longer meeting where we’ll dive a bit deeper into money and start creating potential strategies to match your short and long-term goals.

3️⃣ Decide next steps. After both of these sessions, we will decide what’s next. If you’re ready, we’ll schedule the initial planning meetings and get this show on the road. If the full planning process isn’t for you yet, I still have plenty of other resources to help you.

Education

University of North Carolina Wilmington, Master's Degree, Accountancy

Badges

Hobbies and Interests

Beach
Computer
Cooking
Golf
Reading
Video Games

SEC Lookup

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Who We Serve

Business Owners
Content Creators
Crypto Investors
Gen Y / Millennials
Gen Z
Real Estate Investors
Remote Workers

To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.

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