Infinity Advisory Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$400/hr

“On an hourly basis ranging from $150 to $400 per hour. 5 2.”

Flat or project fee

$1,000⁠-⁠$10,000

“As a fixed fee, typically ranging from $1,000 to $10,000, depending on the nature and complexity of the engagement, the number of financial planning topic analysis areas requested by the Client, the amount of hours to complete the engagement and the different reports to be produced.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Infinity Advisory Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”
• “If a client has a significant one-off cash flow within a calendar quarter equal to $10,000 or greater, the advisory fee will be prorated based on the number of days remaining in the quarter.”

How Infinity Advisory Group’s fees compare

• Its hourly rate of $150-$400 spans the Michigan median of $250. 58% of the 170 other Michigan planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Portage that publish an hourly rate charge less.
• Its flat or project fee of $1,000-$10,000 spans the Michigan median of $3,250. 70% of the 137 other Michigan planners that publish a flat or project fee charge less.
• 2 of the 2 other planners in Portage that publish a flat or project fee charge less.

About Infinity Advisory Group

• Firm size: 5 employees.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.25% a year

Clients

208

Employees

5

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$128,916,906

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

324723

Website

infinity-advisory.com (opens in new tab)

Phone

(269) 888-2301

Can advise clients in 2 states: Michigan, Nebraska

Other planners in Portage that publish fees

• Face 2 Face Financial Planning, LLCPortage$200⁠-⁠$250/hr, $500⁠-⁠$5,000
• Haverdink Financial Management, LLCPortage$75/hr
• Zhang FinancialPortage$100⁠-⁠$500/hr, $250⁠-⁠$10,000
• 320 Life Financial PlanningHolland$250/hr
• 46 and 2 Investment Advisors, LLCTraverse City$200/hr
• 4Square Advisory Services, Inc.Fenton$150/hr, Up to $1,500

Compare all 7 planners in Portage