Incline Financial Planning LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$871,308
Clients
5
20% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
5
LowAverage account size
$174,262
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
Financial planning
Portfolio management
Expertise
General retirement planning
Income planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
General estate planning guidance
Occupation focus
Airline Pilot
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 location
Incline Financial Planning LLC
Mars PA, United States
Number of offices
1
Most active in
Incline Financial Planning LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
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.
-
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.
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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.
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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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