# Matthew Oberholzer

> Matthew Oberholzer is a fee-only financial advisor at Infinity Wealth Counsel in Loveland, Ohio, who holds the CFP credential. Matthew charges a one-time planning fee and a percentage of assets (one-time plans from $2,500) and focuses on estate & legacy planning.

Page: https://find.wellspent.co/advisors/matthew-oberholzer/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Infinity Wealth Counsel
- **Based in:** Loveland, Ohio
- **Fee model:** One-time planning fee; Percentage of assets
- **Fees (firm's website):** one-time plans from $2,500
- **Assets under management (firm):** $151.9M across 422 accounts
- **Credentials:** CFP
- **Specialties:** Estate & legacy planning
- **Works with:** Early-career professionals
- **CRD:** 7064345 (https://adviserinfo.sec.gov/individual/summary/7064345)
- **SEC registration:** Investment adviser representative in OH, TX
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://www.infinitywealth.com

## Frequently asked questions

### Is Matthew Oberholzer a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and Infinity Wealth Counsel reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Matthew charge for financial advice?

Matthew charges a one-time planning fee and a percentage of assets.

### How much does Matthew charge?

According to Infinity Wealth Counsel's website, checked October 30, 2026: one-time plans from $2,500.

### Where is Matthew Oberholzer based?

Matthew Oberholzer is based in Loveland, Ohio.

### What does Matthew specialize in?

Matthew's specialties include estate & legacy planning. Matthew works with early-career professionals.

### What credentials does Matthew Oberholzer hold?

Matthew Oberholzer holds the CFP credential.

### Is Matthew Oberholzer registered with the SEC?

Yes. Matthew Oberholzer is registered as an investment adviser representative in OH and TX (CRD 7064345), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Infinity Wealth Counsel manage?

Infinity Wealth Counsel reports $151.9M across 422 accounts in assets under management.

### How do I contact Matthew Oberholzer?

Through Matthew's website, www.infinitywealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7064345): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.infinitywealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.