Sunisa Motta
Inclinevest · Greenwood Village, Colorado
Sunisa Motta is a fee-only financial advisor at Inclinevest in Greenwood Village, Colorado, who holds the CFP credential. Inclinevest reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Inclinevest |
|---|---|
| Based in | Greenwood Village, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $28.2M across 63 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO · CRD 8355013 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.inclinevest.com |
How Sunisa's firm compares
- Inclinevest's average account is about $447,000, from its Form ADV (assets managed divided by 63 accounts).
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Questions about Sunisa
Is Sunisa Motta a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sunisa holds no broker registration, and Inclinevest reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sunisa charge for financial advice?
Sunisa's firm, Inclinevest, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Sunisa Motta based?
Sunisa Motta is based in Greenwood Village, Colorado.
What credentials does Sunisa Motta hold?
Sunisa Motta holds the CFP credential.
Is Sunisa Motta registered with the SEC?
Yes. Sunisa Motta is registered as an investment adviser representative in CO (CRD 8355013), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Inclinevest manage?
Inclinevest reports $28.2M across 63 accounts in assets under management.
How do I contact Sunisa Motta?
Through Sunisa's website, www.inclinevest.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
- 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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