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Incline Wealth

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Total assets under management

$97,851,472

More info

Total clients

187

14% high-net worth

Total advisors

2

of 4 employees

Firm size

Supported

1-3 advisors or $200M+ in AUM

Average clients per advisor

94

Average account size

$523,270

About

Incline Wealth Advisors, LLC is a state-registered investment adviser serving individuals (including high‑net‑worth clients), pension and profit‑sharing plans, charitable organizations, and businesses. The firm provides individually tailored investment management, project‑based and ongoing comprehensive financial planning, employee benefit plan advisory, tax preparation services, and educational seminars.

Portfolios are constructed from client investment policy statements and guided by a blend of fundamental, technical, and cyclical analysis, using both passive and active vehicles within a Modern Portfolio Theory framework. The firm offers discretionary and non‑discretionary management, ongoing monitoring and rebalancing, and may incorporate alternative and institutional‑grade investments for clients for whom such allocations are suitable.

Incline is distinctive among similar supported firms for sponsoring and syndicating private investment vehicles and acting as a private fund adviser — including the use of an affiliated special‑purpose vehicle (Incline Investor Group, LLC) that the firm may recommend to clients. It also provides ancillary services that are less common at this size, such as standalone tax preparation, paid and pro‑bono educational seminars and speaking engagements, and consulting for plan sponsors and 401(k) brokerage window relationships.

Client services

Financial planning Portfolio management Pension consulting Educational seminars or workshops Charitable organizations

Expertise

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy

Occupation focus

Founder/Business Owner Executive

Fee options

Fixed

Project-based financial planning fees range from $300 to $10,000, negotiable; Tax preparation fees start at $400

Percentage

$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%

Project-based

$150 per hour for additional services; $250 per hour for tax preparation if outside scope

Subscriptions

Ongoing comprehensive financial planning monthly fees range from $100 to $2,000; upfront fee $500 to $3,000 (waived for certain clients)

Other

Account minimum: $250,000

Main office location

Incline Wealth

Cleves OH, United States

Number of offices

4

Most active in

More info

Indiana · Kentucky · Louisiana · Ohio

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

LinkedIn Facebook X Website (513) 709-0004

Advisors at this firm

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John B

CFP®

Cleves, OH

Incline Wealth

I started my career at Fidelity Investments before transitioning to Merrill Lynch to join a wealth management team managing $2.2 billion in assets. In January 2020, I broke away from Merrill Lynch to found Incline Wealth Advisors, an independent, fiduciary, wealth management firm. I had to persevere a very tough start when the Covid pandemic broke out in early 2020, but was able to make it through the tough times with my business. I have since grown tremendously since then and have brought on two employees. Through my business I work closely with business owners to provide advice on retirement planning, investment and risk management, cash flow and debt management, estate planning, tax strategies, business exits, acquisitions and succession planning. In 2022, I acquired a local business called GameMaster Athletic. In addition to being an owner in the business I sit on our Board of Directors and oversee some operations with our current CEO. I am married and have 5 children. Certifications: • CERTIFIED FINANCIAL PLANNER Community Work: • Elder High School Investment Committee • Western Economic Counsel: Board Member & Treasurer • Former: Make-A-Wish Foundation: Emerging Leader Advisory Board Member • Former: Thomas More Alumni Association: Board Member • Future Our Lady of Visitation Basketball Coordinator

Business ownership considerations Business exit / sale strategy Business succession planning Founder/Business Owner Executive Gen X (Born 1965-1980)
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Phillip W

Series 63, Series 66

Cincinnati, OH

Incline Wealth

Business ownership considerations Cash flow / budgeting College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner Executive
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