Firm
Inclinevest®
Plano, Texas
Fee-only
Inclinevest® at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 2 employees and 41 individual clients, 8 of them high net worth.
- Its average account is about $447,000 (assets it manages divided by its 63 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Plano, Texas |
|---|---|
| Website | inclinevest.com |
| [email protected] | |
| Phone | (720) 306-1620 |
Inclinevest® fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $5,000 |
|---|---|
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects |
In the firm's words
"Most relationships are 1.00% annually" source
"Most one-time planning fees are $5,000" source
"typically with $1 million or more in investable assets" source
"Most one-time planning fees are $5,000" 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $28 million |
| Individual clients | 33 |
| High-net-worth clients | 8 |
| Accounts managed | 63 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 8, 2026 |
| SEC record | CRD 299298 |