INFINITY WEALTH COUNSEL, LLC
SEC RegisteredFINANCIAL COUNSEL FOR INFINITE POSSIBILITIES
About the firm
Infinity Wealth Counsel is a Cincinnati-based financial advisory firm dedicated to delivering investment and financial planning solutions that fit your wealth journey. As a family-owned financial advisory team with a client-centric approach, they create investment plans tailored to specific goals.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, higher education planning, insurance analysis, investment management, retirement planning, education planning, estate planning, legacy planning, and charitable planning.
Who they serve
Individuals and families at any life stage, including early career achievers building a financial foundation, those building families and a secure future, and prosperous individuals planning for financial freedom.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 79 | $27M |
| High Net Worth Individuals | 46 | $119M |
4 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $1,000,000 | 1.00% |
| Next $2,000,000 | 0.75% |
| Next $2,000,000 | 0.60% |
| Balance above $5,000,000 | 0.50% |
Data as of February 24, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. INFINITY WEALTH COUNSEL, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched