Infinity Wealth Counsel provides financial planning, portfolio management for individuals and small businesses, and pension consulting. Financial planning was provided to 11–25 clients last fiscal year.
Infinity Wealth Counsel reports 125 clients. They include 79 individual clients and 46 high-net-worth individuals. Of its assets, 98.0% ($149M across 421 accounts) are managed with discretion; $3.11M across 1 account is not. It advised 4 clients without assets under management last fiscal year.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 63% | 18% |
| High-net-worth individuals | 37% | 78% |
| Pension and profit-sharing plans | Fewer than 5 | 2% |
| Charitable organizations | Fewer than 5 | 2% |
Client shares use reported counts. Client types without a reported count are excluded from that total.
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 79 | $26.6M | 17.5% | $337K |
| High-net-worth individuals | 46 | $119M | 78.2% | $2.58M |
| Pension and profit-sharing plans | Fewer than 5 | $3.73M | 2.5% | — |
| Charitable organizations | Fewer than 5 | $2.75M | 1.8% | — |
| Total | 125 | $152M | 100% | — |
- Clients
- 79
- Regulatory AUM
- $26.6M
- AUM share
- 17.5%
- Avg. per client
- $337K
- Clients
- 46
- Regulatory AUM
- $119M
- AUM share
- 78.2%
- Avg. per client
- $2.58M
- Clients
- Fewer than 5
- Regulatory AUM
- $3.73M
- AUM share
- 2.5%
- Avg. per client
- —
- Clients
- Fewer than 5
- Regulatory AUM
- $2.75M
- AUM share
- 1.8%
- Avg. per client
- —
Total
- Clients
- 125
- Regulatory AUM
- $152M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 4
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Infinity Wealth Counsel charges 0.50%–1.00% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $2,500 annual minimum and requires an account of at least $250,000. The brochure also prices 2 other services, listed under fee details.
| Asset band | Annual rate |
|---|---|
| $0–$1M | 1.00% |
| $1M–$3M | 0.75% |
| $3M–$5M | 0.60% |
| $5M and above | 0.50% |
Fee details and sources
Other fees
- Financial Planning
- Full written financial plans have fixed fees generally from $2,500 to $4,000, due on delivery; hourly planning consultations are $300 per hour.
- Retirement Plan Advisory Services
- Billed quarterly in advance at 0.75% on the first $1,000,000 and 0.50% on assets above $1,000,000.
Christopher Oberholzer owns 75% or more of Infinity Wealth Counsel. The leadership team of Infinity Wealth Counsel includes President Christopher Oberholzer and Chief Compliance Officer Matthew Oberholzer. It has 4 employees, 2 of them in advisory roles.
Leadership
Christopher OberholzerPresident, Managing Member- Matthew OberholzerChief Compliance Officer
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 4 employees
- 2 in advisory functions
- 2 state-registered reps
- Owns 75% or more of Infinity Wealth Counsel, LLC
Christopher Oberholzer
Control person · since March 2014
Infinity Wealth Counsel’s regulatory assets grew from $118M (June 2022) to $152M (February 2026); clients rose from 108 to 125 and employees from 3 to 4.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| February 2026 | $152M | 125 | 4 | 1 |
| March 2025 | $133M | 117 | 3 | 1 |
| March 2024 | $123M | 123 | 3 | 1 |
| February 2023 | $101M | 116 | 3 | 1 |
| June 2022 | $118M | 108 | 3 | 1 |
Besides its headquarters, Infinity Wealth Counsel has 0 offices, with 1 listed address in Ohio.
Ohio · 1 listed address
- 433 West Loveland Ave, Suite 100, LovelandHQ
Contact and registration details
- Legal name
- Infinity Wealth Counsel, LLC
- Headquarters
- 433 West Loveland Ave, Suite 100, Loveland, OH 45140
- Website
- infinitywealthcounsel.com
- Phone
- 513-563-3500
- @70807134
- SEC file
- 801-126090
- Structure
- Ohio LLC
- Fiscal year end
- December
Infinity Wealth Counsel uses Charles Schwab ($149M) as custodian for its separately managed accounts. Infinity Wealth Counsel has custody of $97.7M in client assets for 94 clients.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $149M100%
At year end, Infinity Wealth Counsel’s separately managed accounts were mostly in funds (85%) and stocks (11%). Its reported 13F holdings for the quarter ended 30 June 2026 total $124M across 65 positions; the largest are Vanguard Index Fds (6.3%), Vanguard Specialized Funds (4.8%) and iShares TR (4.5%).
What the accounts hold
- Stocks11%
- Funds85%
- Bonds1%
- Cash3%
Reported 13F holdings
- $124M
- Reported 13F value
- 65
- Positions
- 39.6%
- In the 10 largest
- +13.7%
- Value vs. prior quarter
- Vanguard Index Fds · Growth ETF6.3%
- Vanguard Specialized Funds · Div App ETF4.8%
- iShares TR · Core S&P500 ETF4.5%
- Vanguard Index Fds · Large Cap ETF4.5%
- Vanguard Whitehall Fds · High Div Yld3.8%
- Vanguard BD Index Fds · Short Trm Bond3.6%
- Vanguard Index Fds · Sml CP Grw ETF3.1%
- Invesco Exch Trd Slf Idx FD · Invsco Blsh 283.1%
- Vanguard Index Fds · Value ETF3.0%
- Invesco Exch Trd Slf Idx FD · Bulshs 2027 CB3.0%
Together, the ten largest are 39.6% of reported value.
How many clients does Infinity Wealth Counsel have?
Infinity Wealth Counsel has 125 clients and manages $152 million for them, as of February 2026. They include 79 individual clients and 46 high-net-worth individuals.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 24 February 2026
What services does Infinity Wealth Counsel offer?
Infinity Wealth Counsel provides financial planning, portfolio management for individuals and small businesses, and pension consulting.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Infinity Wealth Counsel charge?
Infinity Wealth Counsel charges 0.50%–1.00% a year for its Investment Management. Each asset band is charged at its own rate. The fee is billed in advance, is negotiable, has a $2,500 annual minimum and requires an account of at least $250,000.
Source: INFINITY WEALTH ADV BROCHURE, filed 24 February 2026
Which custodians does Infinity Wealth Counsel use?
Infinity Wealth Counsel’s separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $149M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 24 February 2026
How many financial advisors does Infinity Wealth Counsel have?
Infinity Wealth Counsel has 2 investment adviser representatives registered with state securities authorities, out of 4 employees, and 2 perform investment advisory functions. None are registered representatives of a broker-dealer or 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 Wealth Counsel invest in?
At the end of its last fiscal year, Infinity Wealth Counsel’s separately managed accounts held 85% registered funds (mutual funds, ETFs, BDCs), 11% exchange-traded equities, 3% cash and equivalents and 1% state and local bonds.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Does Infinity Wealth Counsel have a minimum investment?
Yes, Infinity Wealth Counsel’s minimum account size for its Investment Management is $250K. It charges a $2.5K annual minimum fee.
Source: INFINITY WEALTH ADV BROCHURE, filed 24 February 2026
Who owns Infinity Wealth Counsel?
Infinity Wealth Counsel’s direct owner is Christopher Oberholzer (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 24 February 2026
How does Infinity Wealth Counsel get paid?
Infinity Wealth Counsel is paid through a percentage of assets under management, hourly charges and fixed fees. 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
How do I contact Infinity Wealth Counsel?
Infinity Wealth Counsel’s main office is at 433 West Loveland Ave, Suite 100, Loveland, OH 45140. Its phone number is 513-563-3500. Its website is infinitywealthcounsel.com.