PlannerFees

Inclusive Wealth Financial Planning LLC fees and pricing

Financial planner in Mechanicsburg, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 15, 2026, Inclusive Wealth Financial Planning LLC charges $250⁠-⁠$500 an hour, a flat or project fee of $400⁠-⁠$600, and a quarterly fee of $500⁠-⁠$950 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$500/hr
“For a Comprehensive Financial Plan, we charge a fixed fee based on an estimate of the number of hours required to complete the plan multiplied by our standard rate of $250 to $500 per hour.”
Flat or project fee
$400⁠-⁠$600
“For one-time 90-minute session, clients are required to pay the one-time fee, ranging from $400 to $600, in advance at the time of booking the appointment on Calendly.”
Quarterly fee
$500⁠-⁠$950/qtr
“Fees for our Ongoing Subscription-Based service may be a fixed fee of $500 to $950 per quarter payable in advance, depending on your ongoing service needs.”

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

How Inclusive Wealth Financial Planning LLC bills

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

  • “Fees paid in advance will be applied to the amount due.”
  • “Unless you engage us for the Ongoing Subscription-Based Service, our services will automatically terminate upon delivery of the Project-Based Review.”
  • “This service will automatically terminate upon delivery of the review.”

How Inclusive Wealth Financial Planning LLC’s fees compare

  • Its hourly rate of $250-$500 is above the Pennsylvania median of $250. 80% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 3 of the 3 other planners in Mechanicsburg that publish an hourly rate charge less.
  • Its flat or project fee of $400-$600 is below the Pennsylvania median of $3,650. 2% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • None of the 3 other planners in Mechanicsburg that publish a flat or project fee charge less.

About Inclusive Wealth Financial Planning LLC

“We offer Financial Planning Services and Investment Management Services. We offer Our Financial Planning Services tailored to your needs, whether you prefer a point-in-time Comprehensive Financial Plan, Ongoing Subscription-Based Service, or a Project-Based Review to provide guidance on a specific topic or question.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2024 (2 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • Cash flow and budgeting

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
3% a year
Minimum
$3,000 minimum fee (stated in brochure)
Clients
4
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
$914,582
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
328906
Website
inclusivewealthfp.com (opens in new tab)
Phone
(717) 809-0505

Other planners in Mechanicsburg that publish fees

Compare all 8 planners in Mechanicsburg

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.