Inclusive Wealth Financial Planning LLC

Overview

Inclusive Wealth Financial Planning LLC is a small, independent registered investment adviser organized as a limited liability company that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates under an individual ownership model and charges clients using a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. Its advisory activity is concentrated on one-on-one planning and discretionary portfolio oversight rather than institutional consulting or multi-state advisory programs. The firm does not identify as an active ESG investor. Investment activity is modest in scale and centered on publicly offered pooled vehicles. Filings show a strong tilt toward public funds and mutual funds as the primary investment vehicle, with a secondary use of third-party hedge funds for alternative exposure. Given the small client base and AUM, manager allocation decisions appear to favor scalable, externally managed products rather than in-house or direct-stock concentrated strategies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices