Gabriel Motta
Inclinevest® · Plano, Texas
Gabriel Motta is a fee-only financial advisor at Inclinevest® in Plano, Texas, who holds the CFP and MBA credentials. Gabriel charges a percentage of assets and a one-time planning fee (one-time plans from $5,000 and 1% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- Tech employees
- Physicians
- Retirees
- Pre-retirees
- High earners
- Founders
Facts
| Firm | Inclinevest® |
|---|---|
| Based in | Plano, Texas |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $5,000 · 1% a year on the first tier of assets managed · Typically works with clients with $1,000,000 or more |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $28.2M across 63 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in CO · CRD 6620742 |
| Exams passed | Series 66 (2016) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | inclinevest.com |
| Profile |
How Gabriel's firm compares
- A one-time plan starts at $5,000, above the Texas median of $1,575 for fee-only firms that publish prices.
- Inclinevest®'s average account is about $447,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Gabriel
Is Gabriel Motta a fee-only financial advisor?
Yes. Gabriel Motta is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Gabriel's firm.
How does Gabriel charge for financial advice?
Gabriel charges a percentage of assets and a one-time planning fee.
How much does Gabriel charge?
According to Inclinevest®'s website, checked October 28, 2026: one-time plans from $5,000; 1% a year on the first tier of assets managed; typically works with clients with $1,000,000 or more.
Does Gabriel work with clients virtually?
Yes. Inclinevest® says on its website that it works with clients remotely.
Where is Gabriel Motta based?
Gabriel Motta is based in Plano, Texas.
What does Gabriel specialize in?
Gabriel's specialties include retirement planning, tax planning, estate & legacy planning and equity compensation. Gabriel works with executives, tech employees, physicians, retirees and pre-retirees.
What credentials does Gabriel Motta hold?
Gabriel Motta holds the CFP and MBA credentials.
Is Gabriel Motta registered with the SEC?
Yes. Gabriel Motta is registered as an investment adviser representative in CO (CRD 6620742), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Inclinevest® manage?
Inclinevest® reports $28.2M across 63 accounts in assets under management.
How do I contact Gabriel Motta?
Through Gabriel's website, inclinevest.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Plano
Other advisors in Texas who focus on retirement planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Inclinevest® website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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