InclineVest
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$28,190,837
Clients
41
20% 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
41
HighAverage account size
$687,581
About
Inclinevest serves individuals, high‑net‑worth individuals, and business clients, offering wealth management that includes discretionary portfolio management and financial planning delivered as project‑based, ongoing, or hourly engagements. The firm also provides estate planning facilitation and document services through third‑party providers while operating as a fee‑only fiduciary.
The investment approach combines Modern Portfolio Theory and the Efficient Market Hypothesis with elements of fundamental analysis, favoring long‑term, asset‑allocation driven portfolios that may blend passive index funds and selective active positions. Portfolios are managed on a discretionary basis by the firm’s sole advisor, who uses third‑party research and planning software and explicitly considers tax consequences when rebalancing taxable accounts.
Distinctive features include a formal estate‑planning facilitation offering that coordinates document preparation via third‑party platforms (rather than delivering legal advice) and the availability of alternative fee arrangements such as a flat‑fee portfolio option in addition to traditional AUM billing and one‑time planning projects. The firm is small and advisor‑centric, with the sole advisor personally conducting account reviews, and the advisor also discloses a modest outside rental‑property business occupying a small portion of their time.
Client services
Financial planning
Portfolio management
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Fee options
Project-based financial planning fees range from $2,500 to $12,000; Estate planning facilitation flat fees up to $2,499; Flat fee portfolio management fees range from $5,000 to $50,000 annually, not to exceed 2% of AUM.
$0 - $500,000: 1.50% $500,001 - $5,000,000: 1.00% Above $5,000,000+: 0.50%
Financial planning hourly rates range from $400 to $500 per hour, minimum two hours; Estate planning facilitation hourly fee $400 per hour, minimum two hours.
Ongoing comprehensive financial planning fees range from $2,500 to $12,000 annually, billed monthly or other intervals.
Account minimum: $250,000 Fee-only: Fee-only service provider; no commissions or performance fees.
Main office location
InclineVest
Greenwood Village CO, United States
Number of offices
2
Most active in
InclineVest has reported serving >5 clients in these states in the last 12 months.
Colorado
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:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
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.
Forms ADV
Quick links
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")