Firm
Incline Financial Planning
Mars, Pennsylvania
Fee-only
Facts
| Based in | Mars, Pennsylvania |
|---|---|
| Website | inclinefp.com |
| Phone | (724) 462-4191 |
Incline Financial Planning fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| Asset-based fee | 0.75% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Percentage of assets · Ongoing planning fee |
In the firm's words
"$3,000a year, billed $750 a quarter. Waived once we manage $1,000,000 for you." source
"0.75%of the first $2,000,000 we manage, then 0.50% on the next $3,000,000 and 0.25% above $5,000,000." source
"There is no minimum to get started." source
"0.75%of the first $2,000,000 we manage, then 0.50% on the next $3,000,000 and 0.25% above $5,000,000." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 4 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 318942 |