INFINITY WEALTH COUNSEL, LLC

Overview

Infinity Wealth Counsel, LLC is an independent RIA that focuses on serving individual and family clients with a mix of financial planning and discretionary portfolio management. The firm combines fee models — percentage of AUM, hourly charges and fixed fees — to serve a range of client engagements. Its advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. The firm is not positioned as an active ESG investor and is not registered as a multi-state adviser. Investment activity centers on publicly available pooled vehicles rather than direct, concentrated stock bets. Filings show a clear preference for public funds and mutual funds as the primary vehicle for implementing client portfolios, while private placements are used selectively as outside alternatives for eligible clients. Infinity Wealth Counsel operates as an independent, individual-owned LLC that began SEC registration in 2022.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices