InclineVest
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inclinevest serves individuals, high‑net‑worth individuals, and business clients, offering wealth management that includes discretionary portfolio management and financial planning delivered as project‑based, ongoing, or hourly engagements. The firm also provides estate planning facilitation and document services through third‑party providers while operating as a fee‑only fiduciary.
The investment approach combines Modern Portfolio Theory and the Efficient Market Hypothesis with elements of fundamental analysis, favoring long‑term, asset‑allocation driven portfolios that may blend passive index funds and selective active positions. Portfolios are managed on a discretionary basis by the firm’s sole advisor, who uses third‑party research and planning software and explicitly considers tax consequences when rebalancing taxable accounts.
Distinctive features include a formal estate‑planning facilitation offering that coordinates document preparation via third‑party platforms (rather than delivering legal advice) and the availability of alternative fee arrangements such as a flat‑fee portfolio option in addition to traditional AUM billing and one‑time planning projects. The firm is small and advisor‑centric, with the sole advisor personally conducting account reviews, and the advisor also discloses a modest outside rental‑property business occupying a small portion of their time.
Client services
Expertise
Fee options
Project-based financial planning fees range from $2,500 to $12,000; Estate planning facilitation flat fees up to $2,499; Flat fee portfolio management fees range from $5,000 to $50,000 annually, not to exceed 2% of AUM.
$0 - $500,000: 1.50% $500,001 - $5,000,000: 1.00% Above $5,000,000+: 0.50%
Financial planning hourly rates range from $400 to $500 per hour, minimum two hours; Estate planning facilitation hourly fee $400 per hour, minimum two hours.
Ongoing comprehensive financial planning fees range from $2,500 to $12,000 annually, billed monthly or other intervals.
Account minimum: $250,000 Fee-only: Fee-only service provider; no commissions or performance fees.
Main office
6400 S Fiddlers Green Cir, Ste 300
Greenwood Village CO 80111
Advisors at this office
2
Most active in
Colorado
Also doing business as
Inclinevest · Inclinevest LLC · Inclinevest Wealth Management
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Sunisa M
CFP®
Greenwood Village, CO
InclineVest
Sunisa Motta is a CFP® professional at InclineVest with four years of experience at the firm. Prior to joining InclineVest, she worked at Smile Education Holdings for six years and H&R Block for one year. InclineVest provides wealth management services to individuals, high-net-worth clients, and business clients, focusing on discretionary portfolio management and financial planning. The firm applies Modern Portfolio Theory and the Efficient Market Hypothesis alongside fundamental analysis to manage long-term, asset-allocation-driven portfolios, and offers estate-planning facilitation through third-party providers as a fee-only fiduciary.
Gabe M
CFP®
Greenwood Village, CO
InclineVest
I started my career in financial services in 2004 at GE Capital in New York City. Since then, I've spent more than two decades in leadership and advisory roles at Fortune 500 financial institutions, including UBS Financial Services, U.S. Bank, Bank of America, and BBVA (now PNC Bank). As a Wealth Planning Analyst at UBS, I completed hundreds of financial and investment plans for high net worth and ultra high net worth clients. At U.S. Bank and BBVA, I led teams, managed financial advisors, and oversaw client relationships. I'm a Certified Financial Planner® professional and an Accredited Wealth Management Advisor®. I founded Inclinevest almost a decade ago to provide fee-only financial planning and wealth management for successful professionals preparing for retirement and the next chapter of life, helping clients reduce taxes, create reliable retirement income, manage investments, and make confident decisions with the wealth they've built. I have particular experience working with technology and aerospace & defense professionals, including employees of RTX/Raytheon, Lockheed Martin, ULA, Anduril and Northrop Grumman. As a fiduciary, I work exclusively for my clients. I don't sell insurance products, earn commissions, or receive compensation from investment companies or other third parties, so my advice remains independent and objective.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)