Phillip Westhoff
Advisor at Incline Wealth
Updated today
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 Wealth
Location
Cincinnati, OH 45206
Credentials
Series 63, Series 66
Industry experience
16 years
About
Phillip Westhoff is a financial advisor at Incline Wealth with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at BB&T Retirement & Institutional Services and Fidelity Investments. Incline Wealth Advisors serves individual and high-net-worth clients, as well as pension plans, charitable organizations, and businesses. The firm combines fundamental, technical, and cyclical analysis with Modern Portfolio Theory to construct diversified portfolios, offering both active and passive investment options alongside financial planning, employee benefit advisory, educational seminars, and tax preparation services.
Client services
Based on Incline Wealth
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Charitable organizations
Expertise
Based on Incline Wealth
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Project-based financial planning fees range from $300 to $10,000, negotiable; Tax preparation fees start at $400
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.85% $5,000,001 - $10,000,000: 0.75% $10,000,001+: Negotiable up to 2.00%
$150 per hour for additional services; $250 per hour for tax preparation if outside scope
Ongoing comprehensive financial planning monthly fees range from $100 to $2,000; upfront fee $500 to $3,000 (waived for certain clients)
Account minimum: $250,000
Location
2368 Victory Parkway
Cincinnati, OH 45206
Most active in
Phillip W has reported serving >5 clients in these states in the last 12 months.
Ohio
Work history
Incline Wealth
2021 - Present (5 years)
Stearns Financial
2021 - Present (5 years)
BB&T Retirement & Institutional Services
2017 - 2020 (3 years)
Fidelity Investment
2008 - 2017 (9 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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