Infinity Wealth Counsel, LLC

RIASEC Registered

Total AUM

$152M

Discretionary

$149M

98% of AUM

Avg account

$360K

Accounts

422

Employees

Advisory reps

Firm details

Headquarters: Loveland, Ohio
CRD number: 171959
Registered since: July 15, 2022
Website: www.infinitywealth.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI78.2%
Individuals17.54%
Pension & Profit Sharing Plans2.45%
Charitable Organizations1.81%
Services: Financial PlanningPortfolio Management for IndividualsPension Consulting

Firm profile

FINTRX

Overview

Infinity Wealth Counsel, LLC is an independent, individual-owned registered investment adviser that began SEC registration in 2022. The firm serves primarily individual and family clients and operates on a mixed-fee model that includes a percentage of assets under management, hourly charges, and fixed fees. Its stated advisory services include financial planning, portfolio management for individuals and small businesses, and pension consulting. Infinity is not positioned as a capital allocator, does not identify as an active ESG investor, and is not reported as a multistate or newly formed adviser.