Incline Financial Planning LLC

Overview

Incline Financial Planning LLC is a small, independent registered investment adviser that focuses on financial planning and discrete portfolio management for individuals and small businesses. The firm is organized as a limited liability company and is owned by an individual. Its advisory mandate centers on fee-based relationships, offering both AUM‑based and fixed-fee engagements. Client relationships appear boutique in scale: the firm manages a handful of clients with individualized planning and portfolio oversight rather than serving institutional or large multi-family office mandates. Investment activity is heavily equity oriented. The firm reports a clear preference for exchange‑traded equities and related products, which make up the vast majority of assets under management. Incline Financial Planning LLC does not identify itself as an active ESG investor and does not present as a multi‑state advisory platform or pension consultant; its business is focused on individual and family clients within a limited geographic footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices