Phillip Westhoff
Incline Wealth · Cincinnati, Ohio
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.
Request an introduction to Phillip →
Facts
| Firm | Incline Wealth |
|---|---|
| Based in | Cincinnati, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $97.9M across 217 accounts |
| SEC registration | Investment adviser representative in OH · CRD 5459645 |
| Exams passed | Series 63 (2009) · Series 66 (2009) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | incline-wealth.com |
How Phillip's firm compares
- Incline Wealth's average account is about $451,000, from its Form ADV (assets managed divided by 217 accounts).
Request an introduction to Phillip
Tell Phillip a little about what you're looking for. Phillip isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Phillip
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Cincinnati
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
- 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.
See something wrong? Request a correction. Read our methodology.