Retainer Fee

$6,000 per year, per client relationship

At Incline Financial Planning LLC, we offer a flat annual retainer fee model that prioritizes one thing: *your best interest*. In an industry where many advisors are paid through commissions for selling products or by charging fees based on the assets they manage, it's easy to see how conflicts of interest can arise. These traditional compensation methods can incentivize advisors to recommend options that benefit them financially, rather than what is truly best for you.

We believe there’s a better way. At Incline Financial Planning, our flat fee is designed to reflect the time and expertise we dedicate to your financial plan—not the size of your portfolio. This ensures that our advice presents the least amount of conflicts possible. Ask yourself: if your advisor's income could change based on the recommendations they give, how confident can you be that it’s the best advice for you?

With our transparent and unbiased fee structure, you’ll never have to question our motivations. Our focus remains entirely on providing you with comprehensive financial planning and investment management tailored to your unique needs and goals.