John Bovard
Incline Wealth Advisors · Cleves, Ohio
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.
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Specialties
Who they serve
- Founders
- Executives
- Pre-retirees
- Early-career professionals
Facts
| Firm | Incline Wealth Advisors |
|---|---|
| Based in | Cleves, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $97.9M across 217 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in IN, KY, LA, OH · CRD 5944770 |
| Exams passed | Series 63 (2011) · Series 66 (2012) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | incline-wealth.com |
| Profile |
How John's firm compares
- Incline Wealth Advisors's average account is about $451,000, from its Form ADV (assets managed divided by 217 accounts).
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Questions about John
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Incline Wealth Advisors 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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