Infresh, Inc. fees and pricing

Financial planner in Findlay, Ohio. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 30, 2026, Infresh, Inc. charges an annual fee of $2,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Annual fee: $2,500/yr; “There is a minimum investment advisory fee of $2,500 per year to be paid with the fee schedule set forth in the client’s Agreement.”

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

“These fees may be negotiable based upon certain circumstances.”
“For the first quarter for new accounts, the fee will be based on the amount of the initial funding of the account and prorated from that date through the end of the quarter.”
“Any fees that are due, but have not been paid, will be billed to you and are due immediately.”

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.

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: 1.5% a year
Minimum: $1,000 minimum fee (stated in brochure)
Clients: 116
Employees: 2
Works with: Individuals, high net worth individuals, and pension and profit sharing plans
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $62,400,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 156316
Website: infreshwealth.com (opens in new tab)
Phone: (419) 434-0838

Is something on this page wrong or out of date?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.