I
Inceptive Financial
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
20
10% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
20
LowAverage account size
$0
About
The firm provides financial planning to individual and high-net-worth clients and offers tax return preparation and related services for a separate fee. It also performs financial planning on a contract basis for other firms and does not sell investment securities or provide portfolio management services.
Investment advice centers on long-term asset allocation, diversification, and rebalancing consistent with Modern Portfolio Theory, with recommendations tailored to clients’ goals, time horizons, and risk tolerances. The firm relies on commercially available software and third‑party research to develop plans and does not custody client assets, accept discretionary authority, or vote client securities.
Noteworthy differences from many peers include a fixed-fee pricing model rather than percentage-of-AUM billing and the inclusion of standalone tax preparation among its service offerings. The firm’s principal is a certified public accountant with SEC reporting and corporate finance experience, which informs its integration of tax and financial planning for a relatively small, focused client roster.
Client services
Financial planning
Expertise
General retirement planning
College savings (529s, UTMA, etc.)
Fee options
Financial Plan Preparation: $795-$995; Quarterly Update: $250; Annual Update: $250; Tax Return Preparation/Planning: $255
Minimum fee: Fixed fees ranging from $250 to $995 depending on service Fee-only: Fixed fees for financial planning and tax preparation services
Main office location
Inceptive Financial
2080 Dekalb Ave Ne
Atlanta GA 30307, United States
Number of offices
1
Most active in
Inceptive Financial has reported serving >5 clients in these states in the last 12 months.
Georgia
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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 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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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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.
Forms ADV
Quick links
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