Inclinevest fees and pricing
Financial planner in Greenwood Village, Colorado. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 18, 2026, Inclinevest charges $400-$500 an hour, a flat or project fee of $2,500-$12,000, and an annual fee of $2,500-$12,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $400-$500/hr
“Hourly rates range from $400 to $500 per hour depending on the scope and complexity of services.”
- Flat or project fee
- $2,500-$12,000
“Fees are fixed and agreed upon before the start of any work, ranging from $2,500 to $12,000, depending on the scope of services and complexity of the client’s situation.”
- Annual fee
- $2,500-$12,000/yr
“Fees range from $2,500 to $12,000 annually, billed monthly in arrears at 1/12th of the annual fee.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Inclinevest bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The exact fee payable by the client and payment terms will be clearly set forth in the advisory agreement signed by the client and the Firm.”
- “Accounts 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 rebate will be needed upon termination of the account.”
How Inclinevest’s fees compare
- Its hourly rate of $400-$500 is above the Colorado median of $300. 89% of the 231 other Colorado planners that publish an hourly rate charge less.
- 10 of the 11 other planners in Greenwood Village that publish an hourly rate charge less.
- Its flat or project fee of $2,500-$12,000 spans the Colorado median of $5,250. 68% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 7 of the 13 other planners in Greenwood Village that publish a flat or project fee charge less.
- Its annual fee of $2,500-$12,000 spans the Colorado median of $7,750. 46% of the 57 other Colorado planners that publish an annual fee charge less.
- None of the 4 other planners in Greenwood Village that publish an annual fee charge less.
About Inclinevest
“Inclinevest provides initial and ongoing financial planning and portfolio management services on a fee-only basis, subject to the terms and conditions of the written agreement between the Advisor and the Client.”
- Solo practice: one person runs the firm, so you work directly with the planner.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2019 (7 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 41
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $28,190,837
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 299298
- Phone
- (720) 306-1620
Other planners in Greenwood Village that publish fees
- Alpha Capital Family Office, LLCGreenwood Village$1,000-$300,000
- Bolhan WealthGreenwood Village$2,500-$10,000
- Dodds Wealth, LLCGreenwood Village$250/hr, $3,600-$25,000
- Downing Street Wealth Management LLCGreenwood Village$85/hr
- Heirloom Wealth Management LLCGreenwood Village$200/hr, $1,000-$20,000
- Marshall Investment Management, LLCGreenwood Village$200-$500/hr, $2,500-$15,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.