PlannerFees

Infinity Wealth Counsel, LLC fees and pricing

Financial planner in Loveland, Ohio. Registered with the SEC.

According to its Form ADV Part 2A brochure dated February 24, 2026, Infinity Wealth Counsel, LLC charges $300 an hour, a flat or project fee of $2,500⁠-⁠$4,000, and an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$300/hr
“The fee for this service is $300 per hour, which is payable upon provision of services.”
Flat or project fee
$2,500⁠-⁠$4,000
“Generally, our fixed fees range from $2,500 to $4,000.”
Annual fee
$2,500/yr
“The minimum annual fee for any client is $2,500.”

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

How Infinity Wealth Counsel, LLC bills

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

  • “The agreed upon fee is due and payable upon delivery of the financial plan.”
  • “In the event of termination prior to the completion of the plan, clients will be billed for the value of the amount of work already performed on the plan.”
  • “An invoice will be mailed for any amounts due.”

How Infinity Wealth Counsel, LLC’s fees compare

  • Its hourly rate of $300 is above the Ohio median of $250. 63% of the 219 other Ohio planners that publish an hourly rate charge less.
  • 3 of the 4 other planners in Loveland that publish an hourly rate charge less.
  • Its flat or project fee of $2,500-$4,000 spans the Ohio median of $3,250. 50% of the 199 other Ohio planners that publish a flat or project fee charge less.
  • 1 of the 2 other planners in Loveland that publish a flat or project fee charge less.
  • Its annual fee of $2,500 is below the Ohio median of $5,000. 23% of the 79 other Ohio planners that publish an annual fee charge less.

About Infinity Wealth Counsel, LLC

“General Information Infinity Wealth Counsel, LLC ("IWC") was formed in 2014 and provides financial planning, investment management and retirement plan advisory services to its clients.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Firm size: 4 employees.
  • Founded: 2014 (12 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Insurance analysis
  • Cash flow and budgeting
  • Charitable giving

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$250,000 in assets (stated in brochure)
Clients
125
Employees
4
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed
$151,948,550
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
171959
Website
infinitywealthcounsel.com (opens in new tab)
Phone
(513) 563-3500

Can advise clients in 6 states: California, Indiana, Kentucky, New Hampshire, Ohio, Texas

Other planners in Loveland that publish fees

Compare all 7 planners in Loveland

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.