Inclusive Wealth Financial Planning LLC at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 4 individual clients, 2 of them high net worth.
- Its average account is about $152,000 (assets it manages divided by its 6 accounts).
- Its hourly rate of $300 is above the Pennsylvania median of $250.
- Its website says it's taking new clients.
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Mechanicsburg, Pennsylvania |
|---|---|
| Website | inclusivewealthfp.com |
| [email protected] | |
| Phone | (717) 809-0505 |
Questions about Inclusive Wealth Financial Planning LLC
How much does Inclusive Wealth Financial Planning LLC charge?
Inclusive Wealth Financial Planning LLC publishes these prices: one-time plan: from $2,000; hourly: $300 an hour; asset-based fee: 0.75% a year on the first tier of assets. We found this on its website, checked October 28, 2026.
Does Inclusive Wealth Financial Planning LLC have an account minimum?
No. Inclusive Wealth Financial Planning LLC says it has no account minimum. We found this on its website, checked October 28, 2026.
How is Inclusive Wealth Financial Planning LLC paid?
Inclusive Wealth Financial Planning LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Inclusive Wealth Financial Planning LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Inclusive Wealth Financial Planning LLC.
What is the average account at Inclusive Wealth Financial Planning LLC?
Inclusive Wealth Financial Planning LLC's average account is about $152,000. That's the assets on its Form ADV divided by its 6 accounts.
What does Inclusive Wealth Financial Planning LLC specialize in?
Inclusive Wealth Financial Planning LLC's advisors and website list retirement planning, flat-fee planning and divorce financial planning.
Is Inclusive Wealth Financial Planning LLC accepting new clients?
Yes, according to Inclusive Wealth Financial Planning LLC's website, checked October 28, 2026.
Inclusive Wealth Financial Planning LLC 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 $2,000 |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 0.75% a year on the first tier of assets |
| Account minimum | None |
| How it charges | Flat fee · One-time plans or projects · Hourly · Percentage of assets |
In the firm's words
"One-time comprehensive planning fee ranges from $2,000 to $3,000 for individuals" source
"calculated based on an hourly rate of $300." source
"Asset under $1 million: 0.75%" source
"We do not require an asset minimum nor asset transfer to become our clients." 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 | $1 million |
| Individual clients | 2 |
| High-net-worth clients | 2 |
| Accounts managed | 6 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | March 15, 2026 |
| SEC record | CRD 328906 |