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Knowing that an advisor could earn $70,000 for recommending a $1,000,000 annuity, do you think that could influence their advice?

Your financial decisions deserve advice guided by your goals, not product incentives.

Free 15-Minute Consultation

Knowing that an advisor could earn $70,000 for recommending a $1,000,000 annuity, do you think that could influence their advice?

Your financial decisions deserve advice guided by your goals, not product incentives.

Schedule a Free Intro Call
See Services & Fees

Most People Choose Their Advisor the Wrong Way

  • He goes to our church.
  • We play golf together.
  • She seemed trustworthy.
  • A friend referred him.

How is this advisor legally structured? Who are they obligated to serve?

The Industry Is Not What It Appears to Be

  • Only 5% of advisors are true fee-only fiduciaries (Human Investing, 2024)
  • 95% earn commissions/hybrid/product-based
  • Large firms answer to shareholders, not clients

Human Investing 2024; Wall Street Journal, Mar 2018

Fee-Only: Why It Matters

  • Compensated solely by clients: no commissions/referral fees
  • Business model designed to minimize conflicts
  • Open architecture: access to nearly all ETFs/funds
  • Advice guided by client goals

Charlie Munger: “Show me the incentive and I’ll show you the outcome.”

Fiduciary: Always in Your Best Interest

  • Fiduciary: legally required to put clients first
  • Suitability standard: recommendation can benefit advisor
  • Inclinevest always follows fiduciary standard

"Few advisors satisfy both. At Inclinevest, we do."

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Advice You Can Actually Trust

Choosing an advisor shapes your financial future. At Inclinevest, you never have to wonder whose interests your advisor is serving.

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No obligation. Just a conversation.