# John Bovard

> John Bovard is a fee-only financial advisor at Incline Wealth Advisors in Cleves, Ohio, who holds the CFP credential. John focuses on tax planning, retirement planning and estate & legacy planning. Incline Wealth Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/john-bovard/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Incline Wealth Advisors
- **Based in:** Cleves, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $97.9M across 217 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning, Estate & legacy planning, Small business owners, Founders (pre-exit)
- **Works with:** Founders, Executives, Pre-retirees, Early-career professionals
- **CRD:** 5944770 (https://adviserinfo.sec.gov/individual/summary/5944770)
- **SEC registration:** Investment adviser representative in IN, KY, LA, OH
- **Exams passed:** Series 63 (2011), Series 66 (2012)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** http://incline-wealth.com

## Frequently asked questions

### Is John Bovard a fee-only financial advisor?

Yes. John Bovard 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 John's firm.

### How does John charge for financial advice?

John's firm, Incline Wealth Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is John Bovard based?

John Bovard is based in Cleves, Ohio.

### What does John specialize in?

John's specialties include tax planning, retirement planning, estate & legacy planning, small business owners and founders (pre-exit). John works with founders, executives, pre-retirees and early-career professionals.

### What credentials does John Bovard hold?

John Bovard holds the CFP credential.

### Is John Bovard registered with the SEC?

Yes. John Bovard is registered as an investment adviser representative in IN, KY, LA and OH (CRD 5944770), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Incline Wealth Advisors manage?

Incline Wealth Advisors reports $97.9M across 217 accounts in assets under management.

### How do I contact John Bovard?

Through John's website, incline-wealth.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/45792): NAPFA admits only fee-only advisors
- XY Planning Network directory listing: XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (http://incline-wealth.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.