Firm
Infinity Wealth Counsel
Loveland, Ohio
Fee-only
Facts
| Based in | Loveland, Ohio |
|---|---|
| Website | infinitywealth.com |
| Phone | (513) 563-3500 |
Infinity Wealth Counsel fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| How it charges | One-time plans or projects · Percentage of assets |
In the firm's words
"The base fee for financial planning is $2,500." source
"The base fee for financial planning is $2,500." source
"Portfolio Management Fees are an annual fee based on the portfolio value." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $152 million |
| Individual clients | 79 |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 171959 |