Infinity Advisory Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars. Financial planning was provided to 1–10 clients last fiscal year.
Infinity Advisory Group reports 208 clients. They include 174 individual clients and 34 high-net-worth individuals. Of its assets, 100.0% ($129M across 533 accounts) are managed with discretion. It advised 2 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 84% | 57% |
| High-net-worth individuals | 16% | 43% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 174 | $74.1M | 57.5% | $426K |
| High-net-worth individuals | 34 | $54.8M | 42.5% | $1.61M |
| Total | 208 | $129M | 100% | $620K |
- Clients
- 174
- Regulatory AUM
- $74.1M
- AUM share
- 57.5%
- Avg. per client
- $426K
- Clients
- 34
- Regulatory AUM
- $54.8M
- AUM share
- 42.5%
- Avg. per client
- $1.61M
Total
- Clients
- 208
- Regulatory AUM
- $129M
- AUM share
- 100%
- Avg. per client
- $620K
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 2
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 1–10
Infinity Advisory Group charges 0.50%–1.25% a year for its Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable. The brochure also prices one other service, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$500K | 1.25% |
| $500K–$2M | 1.00% |
| $2M–$5M | 0.75% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning
- Hourly at $150 to $400 per hour, or a fixed fee typically $1,000 to $10,000 depending on the engagement.
Ginny Dell owns 50% to 75% of Infinity Advisory Group. The leadership team of Infinity Advisory Group includes Chief Compliance Officer Benjamin Taylor. It has 5 employees, 3 of them in advisory roles.
Leadership
Benjamin TaylorChief Compliance Officer, Partner
Ginny DellManaging Partner
Ryan SnyderPartner
Investment adviser representatives
3 representatives listed in the SEC register as of 9 October 2026.
Staff
- 5 employees
- 3 in advisory functions
- 3 state-registered reps
- 3 insurance agents
- Owns 50% to 75% of Infinity Advisory Group, LLC
Ginny Dell
Control person · since January 2023
- Owns 10% to 25% of Infinity Advisory Group, LLC
Ryan Snyder
Control person · since January 2023
- Owns 10% to 25% of Infinity Advisory Group, LLC
Benjamin Taylor
Control person · since January 2023
Infinity Advisory Group’s regulatory assets grew from $103M (April 2025) to $129M (March 2026); clients were 208 in both filings and employees rose from 4 to 5.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $129M | 208 | 5 | 1 |
| April 2025 | $103M | 202 | 4 | 1 |
Besides its headquarters, Infinity Advisory Group has 0 offices, with 1 listed address in Michigan.
Michigan · 1 listed address
- 8105 Valleywood Lane, Suite A, PortageHQ
Contact and registration details
- Legal name
- Infinity Advisory Group, LLC
- Headquarters
- 8105 Valleywood Lane, Suite A, Portage, MI 49024
- Website
- infinity-advisory.com
- Phone
- 269-888-2301
- SEC file
- 801-132463
- Structure
- Michigan LLC
- Fiscal year end
- December
Infinity Advisory Group uses Fidelity ($129M) as custodian for its separately managed accounts. Infinity Advisory Group does not have custody of client assets.
- FidelityNational Financial Services LLC · Boston, MA · $129M100%
At year end, Infinity Advisory Group’s separately managed accounts were mostly in stocks (92%).
What the accounts hold
- Stocks92%
- Exchange-traded equities90%
- Non-exchange-traded equities2%
- Funds3%
- Bonds1%
- Cash3%
- Other1%
- Brokered cds1%
How many clients does Infinity Advisory Group have?
Infinity Advisory Group has 208 clients and manages $129 million for them, as of March 2026. They include 174 individual clients and 34 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 20 March 2026
What services does Infinity Advisory Group offer?
Infinity Advisory Group provides financial planning, portfolio management for individuals and small businesses, selecting other managers, and educational seminars.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Infinity Advisory Group charge?
Infinity Advisory Group charges 0.50%–1.25% a year for its Advisory Fees. Each asset band is charged at its own rate. The fee is billed in advance and is negotiable.
Source: INFINITY ADVISORY GROUP FORM ADV PART 2, filed 20 March 2026
Which custodians does Infinity Advisory Group use?
Infinity Advisory Group’s separately managed account assets are held at National Financial Services LLC (Boston, MA), with $129M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 20 March 2026
How many financial advisors does Infinity Advisory Group have?
Infinity Advisory Group has 3 investment adviser representatives registered with state securities authorities, out of 5 employees, and 3 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 3 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Infinity Advisory Group invest in?
At the end of its last fiscal year, Infinity Advisory Group’s separately managed accounts held 90% exchange-traded equities, 3% registered funds (mutual funds, ETFs, BDCs), 3% cash and equivalents, 2% non-exchange-traded equities, 1% U.S. government and agency bonds and 1% other. The 1% other category is described as: Brokered CDS.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Infinity Advisory Group?
Infinity Advisory Group’s direct owners are Ginny Dell (50% to 75%), Ryan Snyder (10% to 25%) and Benjamin Taylor (10% to 25%).
Source: Form ADV Part 1A, Schedules A and B, filed 20 March 2026
How does Infinity Advisory Group get paid?
Infinity Advisory Group is paid through a percentage of assets under management and hourly charges. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Infinity Advisory Group registered with the SEC?
Yes, Infinity Advisory Group has been registered with the SEC as an investment adviser since 18 April 2025. Its CRD number is 324723 and its SEC file number is 801-132463.
Source: Form ADV Part 1A, Item 1, filed 20 March 2026; IAPD firm record
How do I contact Infinity Advisory Group?
Infinity Advisory Group’s main office is at 8105 Valleywood Lane, Suite A, Portage, MI 49024. Its phone number is 269-888-2301. Its website is infinity-advisory.com.