Incline Wealth fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“The standard​ ​hourly billing rate is $250 per hour.”

Flat or project fee

$300⁠-⁠$10,000

“The fixed fee can range between $300 and $10,000, depending on complexity and the needs of​ ​the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Incline Wealth bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Accounts​ A ​initiated or terminated during a calendar quarter will be charged a prorated fee based on the amount of time​ ​remaining in the billing period.”
• “Since​ ​fees are paid in arrears, no refund will be needed upon termination of the account.​ ​Educational Seminars/ Speaking Engagements​ ​ eminars are offered to organizations and the public on a variety of financial topics.”

How Incline Wealth’s fees compare

• Its hourly rate of $250 matches the Ohio median of $250. 40% of the 219 other Ohio planners that publish an hourly rate charge less.
• Its flat or project fee of $300-$10,000 spans the Ohio median of $3,250. 65% of the 199 other Ohio planners that publish a flat or project fee charge less.

About Incline Wealth

• Firm size: 4 employees.
• Registered as an adviser: 2020 (6 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Clients

187

Employees

4

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, educational seminars and workshops, and other services

Assets managed

$97,851,472

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

306806

Website

incline-wealth.com (opens in new tab)

Phone

(513) 709-0004

Can advise clients in 4 states: Indiana, Kentucky, Louisiana, Ohio

Other planners in Cleves that publish fees

• Bear & Eagle Investments LLCCleves$100/hr
• 1TaxfinancialCincinnati$300/hr
• Aan Wealth Advisors LLCCanton$250/hr
• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
• Adams and Co Financial ServicesCincinnati$500⁠-⁠$2,500

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