INCLINE FINANCIAL PLANNING LLC

INCLINE FINANCIAL PLANNING LLC is an SEC-registered investment adviser (CRD 318942). Regulatory assets under management: $871K.

Registration

• CRD: 318942
• Type: Registered investment adviser
• Phone: 724-462-4191
• Latest filing: 2026-01-29
• Regulatory AUM: $871K
• Discretionary AUM: $871K
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 318942 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search