RIA Intel›Advisers›Pennsylvania›INCLINE FINANCIAL PLANNING LLC

INCLINE FINANCIAL PLANNING LLC

Advisory

Data as of Jan 29, 2026 · Source: SEC Form ADV

Rank in PA

#1,496

of 1,528 advisers by AUM

Average account

$87K

across 10 accounts

AUM per adviser

$871K

1 advisers

Source: SEC Form ADV. Figures as filed Jan 29, 2026.

Total AUM

$871K

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$871K

Discretionary AUM$871K

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

5 clients

1 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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