Incline Wealth Advisors
Cleves, Ohio
Incline Wealth Advisors at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 4 employees and 187 individual clients, 27 of them high net worth.
- Its average account is about $451,000 (assets it manages divided by its 217 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Cleves, Ohio |
|---|---|
| Website | incline-wealth.com |
| [email protected] | |
| Phone | (513) 708-9089 |
Questions about Incline Wealth Advisors
How is Incline Wealth Advisors paid?
Incline Wealth Advisors's Form ADV says it is paid by: percentage of assets, fixed fees.
How many advisors does Incline Wealth Advisors have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Incline Wealth Advisors, and 1 hold the CFP.
What is the average account at Incline Wealth Advisors?
Incline Wealth Advisors's average account is about $451,000. That's the assets on its Form ADV divided by its 217 accounts.
What does Incline Wealth Advisors specialize in?
Incline Wealth Advisors's advisors and website list tax planning, retirement planning, estate & legacy planning and small business owners.
Incline Wealth Advisors fees
Incline Wealth Advisors doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $98 million |
| Individual clients | 160 |
| High-net-worth clients | 27 |
| Accounts managed | 217 |
| Employees | 4 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 24, 2026 |
| SEC record | CRD 306806 |
Advisors at this firm (2)
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