# Infinity Wealth Counsel, LLC

> Infinity Wealth Counsel, LLC is an SEC-registered investment advisory firm in Loveland, OH, registered since 2022, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 24, 2026.

- CRD: 171959
- Filed as: INFINITY WEALTH COUNSEL, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Loveland, OH
- Filing period: October 2026
- Form ADV filing dated: February 24, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/171959
- AdvisorCensus page: https://advisorcensus.com/firm/infinity-wealth-counsel-llc-loveland-oh-171959

## Quick answers

**How is Infinity Wealth Counsel, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Infinity Wealth Counsel, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Infinity Wealth Counsel, LLC charge?**
Its Form ADV Part 2A brochure dated February 24, 2026 states: Flat fee: $2,500 to $4,000 (full written financial plan); Hourly rate: $300 an hour (hourly financial planning consultations). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Infinity Wealth Counsel, LLC located?**
Infinity Wealth Counsel, LLC's principal office is in Loveland, OH, according to its Form ADV.

**Is Infinity Wealth Counsel, LLC registered with the SEC or a state?**
Infinity Wealth Counsel, LLC is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 171959.

**How much does Infinity Wealth Counsel, LLC manage?**
Infinity Wealth Counsel, LLC reports $151,948,550 in regulatory assets under management in its Form ADV filing dated February 24, 2026 (98% discretionary).

**How have Infinity Wealth Counsel, LLC's assets and staff changed since 2022?**
In the Form ADV data for Infinity Wealth Counsel, LLC: Regulatory assets under management: $117,725,164 in the October 2022 data and $151,948,550 in the October 2026 data, up 29%. Total employees: 3 in October 2022 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Infinity Wealth Counsel, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (79); high net worth individuals (46).

**Which custodians does Infinity Wealth Counsel, LLC use?**
Infinity Wealth Counsel, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Infinity Wealth Counsel, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/171959

**What changed in Infinity Wealth Counsel, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $132,617,856 to $151,948,550 (+15%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated February 24, 2026)

- Flat fee: $2,500 to $4,000 (full written financial plan)

> Generally, our fixed fees range from $2,500 to $4,000. The agreed upon fee is due and payable upon delivery of the financial plan.

- Hourly rate: $300 an hour (hourly financial planning consultations)

> In addition to full financial plans, IWC offers hourly financial planning consultations. The fee for this service is $300 per hour, which is payable upon provision of services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $151,948,550
- Discretionary: $148,836,565
- Non-discretionary: $3,111,985

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 79 | $26,649,551 |
| High net worth individuals | 46 | $118,825,391 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $3,725,400 |
| Charitable organizations | Fewer than 5 | $2,748,208 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services

### Firm details
- Registered since: 2022 (4 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA, IN, KY, NH, OH, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- infinitywealth.com
- infinitywealth.us
- infinitywealthcounsel.com
- Facebook @INFINITYWEALTHCOUNSELLLC
- LinkedIn @70807134

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2022 | $117,725,164 | 3 | June 15, 2022 |
| October 2023 | $101,000,000 | 3 | August 25, 2023 |
| October 2024 | $122,792,000 | 3 | March 21, 2024 |
| October 2025 | $132,617,856 | 3 | March 13, 2025 |
| October 2026 | $151,948,550 | 4 | February 24, 2026 |

Regulatory assets under management: $117,725,164 in the October 2022 data and $151,948,550 in the October 2026 data, up 29%.
Total employees: 3 in October 2022 and 4 in October 2026.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $132,617,856 to $151,948,550 (+15%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Infinity Wealth Counsel, LLC (CRD 171959): Form ADV filing data as of October 2026.