Incline Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Incline Financial Planning LLC provides discretionary portfolio management along with both ongoing and project-based financial planning to individual and high‑net‑worth clients. Services described in the brochure include retirement and tax planning, cash flow and debt management, estate and business planning, and investment analysis, and the firm states it does not impose a formal account minimum.
The firm’s investment approach is grounded in Modern Portfolio Theory and primarily implements passive portfolios built with index mutual funds and ETFs to achieve targeted asset allocations and tax efficiency. Client accounts are managed on a discretionary basis with quarterly reviews, recommended custody at a third‑party custodian (generally Charles Schwab), and the ability for clients to impose reasonable written investment restrictions.
What is distinctive about this firm is its very small scale: the brochure reports approximately $871,308 in assets under management across five client accounts, which may affect capacity and the degree of customization available. The brochure also notes the firm’s principal maintains outside employment as an airline pilot (about 30% of their time) and that the firm does not provide separate written performance reports to advisory clients, relying instead on custodian statements—features that differ from many peers.
Client services
Expertise
Occupation focus
Fee options
Ongoing Financial Planning fees range from $750 to $10,000 quarterly; Project-Based Financial Planning fixed fees range from $500 to $10,000
$0 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
Main office
Mars PA
Advisors at this office
1
Most active in
Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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