Inclusive Wealth Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Inclusive Wealth Financial Planning LLC is an independent, solo-registered advisory firm that serves individual clients with a mix of financial planning and investment management services. The firm provides comprehensive financial plans, project-based reviews, implementation support, and an ongoing subscription-based planning option, and currently manages a very small client base of about four relationships with roughly $915,000 in assets.
The firm’s investment approach emphasizes long-term, passive asset-allocation strategies using low-cost mutual funds and ETFs, informed by Modern Portfolio Theory, with an emphasis on rebalancing at least quarterly and avoiding market timing. It offers discretionary portfolio management alongside non-discretionary planning engagements and uses fundamental and technical analysis as part of its research process.
What distinguishes the firm is its very small scale and the principal’s part-time employment outside the firm as a personal financial counselor (approximately 10 hours per week), a circumstance the brochure notes limits the firm’s ability to accept active-duty military clients. The firm also offers multiple engagement models beyond AUM management and lists the principal’s CFP® credential among its professional qualifications.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
One-time 90-minute session fee ranging from $400 to $600; fixed fees for Comprehensive Financial Plan and Project-Based Review based on estimated hours multiplied by hourly rate
Under $1,000,000 - $1,000,000: 0.75% $1,000,000 - $3,000,000: 0.65% Over $3,000,000+: 0.50%
Standard hourly rate $250 to $500 per hour for Financial Planning Services and Implementation Support Service
Ongoing Subscription-Based Service fees $500 to $950 per quarter payable in advance
Minimum fee: Minimum annual fee of $3,000 for Investment Management Services Fee-only: Financial Planning Services fees: Comprehensive Financial Plan typically ranges $2,500 to $15,000; Project-Based Review typically ranges $2,500 to $5,000; Ongoing Subscription-Based Service fixed fee $500 to $950 per quarter; Implementation Support Service fees vary based on complexity, hourly rate $250 to $500 or fixed quarterly fee $500 to $950
Main office
Mechanicsburg PA
Advisors at this office
1
Most active in
Pennsylvania · Texas
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
Quick links
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