$871.3K Total AUM
$871.3K Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
4 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 05-20-2022
- Office Locations
- 1
Office Locations
-- Mars PA
About Incline Financial Planning LLC
Incline Financial Planning LLC is a founder-led, Mars, PA RIA serving retail clients with comprehensive financial planning, including tax and estate planning, insurance guidance, and portfolio construction. The firm uses active management and asset allocation with a risk-management lens, primarily implementing portfolios with ETFs, and custodies assets with Charles Schwab.
Team overview
-- AVG AGE
$871.3K AVG AUM / ADVISOR
$145.2K AVG AUM / CLIENT
4.2 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
4yrs Firm Age
Insights
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Asset Classes
Available
Custodian
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Investment Themes
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Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
Joseph Robert Schmitt
Chief Compliance Officer, Financial Advisor, FOUNDER
- CRD
- #7504731
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $871,308 | -- |
| Non-Discretionary | $0 | -- |
| Total | $871,308 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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