Joseph Schmitt
Incline Financial Planning · Mars, Pennsylvania
Joseph Schmitt is a fee-only financial advisor at Incline Financial Planning in Mars, Pennsylvania. Joseph charges a percentage of assets and an ongoing planning fee (ongoing planning from $3,000 a year and 0.75% 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
- Early-career professionals
- Retirees
Facts
| Firm | Incline Financial Planning |
|---|---|
| Based in | Mars, Pennsylvania |
| Fee model | Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,000 a year · 0.75% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $871K across 10 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7504731 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.inclinefp.com |
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Questions about Joseph
Is Joseph Schmitt a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joseph holds no broker registration, and Incline Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joseph charge for financial advice?
Joseph charges a percentage of assets and an ongoing planning fee.
How much does Joseph charge?
According to Incline Financial Planning's website, checked October 30, 2026: ongoing planning from $3,000 a year; 0.75% a year on the first tier of assets managed; no asset minimum.
Where is Joseph Schmitt based?
Joseph Schmitt is based in Mars, Pennsylvania.
What does Joseph specialize in?
Joseph's specialties include retirement planning, tax planning and estate & legacy planning. Joseph works with early-career professionals and retirees.
Is Joseph Schmitt registered with the SEC?
Yes. Joseph Schmitt is registered as an investment adviser representative in PA (CRD 7504731), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Incline Financial Planning manage?
Incline Financial Planning reports $871K across 10 accounts in assets under management.
How do I contact Joseph Schmitt?
Through Joseph's website, www.inclinefp.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Incline Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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