Matthew Oberholzer
Infinity Wealth Counsel · Loveland, Ohio
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.
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Specialties
Who they serve
- Early-career professionals
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 | $151.9M across 422 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 7064345 |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.infinitywealth.com |
| Profile |
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Questions about Matthew
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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
- Infinity Wealth Counsel website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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