# Phillip Westhoff

> Phillip Westhoff is a fee-only financial advisor at Incline Wealth in Cincinnati, Ohio. Incline Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/phillip-westhoff/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Incline Wealth
- **Based in:** Cincinnati, Ohio
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $97.9M across 217 accounts
- **CRD:** 5459645 (https://adviserinfo.sec.gov/individual/summary/5459645)
- **SEC registration:** Investment adviser representative in OH
- **Exams passed:** Series 63 (2009), Series 66 (2009)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://incline-wealth.com/

## Frequently asked questions

### Is Phillip Westhoff a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Phillip holds no broker registration, and Incline Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Phillip charge for financial advice?

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

### Where is Phillip Westhoff based?

Phillip Westhoff is based in Cincinnati, Ohio.

### Is Phillip Westhoff registered with the SEC?

Yes. Phillip Westhoff is registered as an investment adviser representative in OH (CRD 5459645), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Incline Wealth manage?

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

### How do I contact Phillip Westhoff?

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

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5459645): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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