Advisor at Incline Financial Planning LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Incline Financial Planning LLC
Location
Mars, PA
Credentials
Series 65
Industry experience
3 years
Joseph Schmitt is a financial advisor with Incline Financial Planning LLC, holding a Series 65 designation and three years of industry experience. He has worked at Incline Financial Planning since 2022 and is also employed as a pilot at American Airlines, a role he has held since 2011. Incline Financial Planning LLC provides discretionary portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a passive investment approach based on Modern Portfolio Theory, using index mutual funds and ETFs to construct tax-efficient portfolios managed on a discretionary basis.
Based on Incline Financial Planning LLC
Ongoing Financial Planning fees range from $750 to $10,000 quarterly; Project-Based Financial Planning fixed fees range from $500 to $10,000
$0 - $2,000,000: 0.75% $2,000,000 - $5,000,000: 0.50% $5,000,000+: 0.25%
Mars, PA
Pennsylvania
Incline Financial Planning LLC
2022 - Present (4 years)
American Airlines
2011 - Present (15 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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