Fee-only adviser · Greenwood Village, CO
Inclinevest
Inclinevest is a fee-only investment adviser registered with the securities regulator of Colorado, with its main office in Greenwood Village, Colorado. On its latest Form ADV, filed October 8, 2026, it reports $28M in regulatory assets under management, 41 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Colorado |
|---|---|
| Firm CRD number | 299298 |
| Office | 6400 S Fiddlers Green Cir Ste 300 Greenwood Village, CO 80111 |
| Phone | (720) 306-1620 |
| Website | www.inclinevest.com |
| Regulatory assets under management | $28M |
| Individual clients | 33 non-high-net-worth, 8 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 2 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 8, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Greenwood Village
- Heirloom Wealth Management LLC $1.1B
- Nilsine Partners, LLC $1.9B
- Dodds Wealth, LLC $706M
- Stordahl Capital Management, Inc. $676M
- Financially Speaking Inc $165M
- JPL Wealth Management, LLC $588M
See all 28 fee-only advisers in Greenwood Village →
Nearby
- Centennial 14 firms
- Englewood 11 firms
- Aurora 1 firm
- Lone Tree 1 firm
- Glendale 1 firm
- Highlands Ranch 6 firms
- Foxfield 1 firm
- Denver 91 firms
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