Infinity Advisory Group logo

Infinity Advisory Group

Updated today

Client assets under management

$128,916,906

Clients

208

16% high-net worth

Advisors

3

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

69

High

Average account size

$619,793

About

Infinity Advisory Group (IAG) provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses and qualified retirement plans. The brochure discloses the firm manages $128.9 million on a discretionary basis and operates with a small team of advisors who create written investment policy statements and conduct periodic client reviews.

The firm’s investment approach emphasizes evidence-based, passive asset-class allocations, principally using mutual funds and ETFs (notably Dimensional Fund Advisors funds) and model portfolios supplied by a sub-adviser, Focus Partners Advisor Solutions (FPAS). IAG performs Monte Carlo analyses and ongoing monitoring, may retain individual securities for tax or personal reasons, and can engage third‑party fixed income managers or use interval funds where appropriate to meet client objectives.

IAG’s brochure also highlights two features that distinguish it from many peers: it engages in client education activities (and receives continuing education support from partners such as DFA and operational/marketing assistance from FPAS) and some Investment Adviser Representatives hold individual insurance licenses and may receive customary commissions for insurance sales. The combination of sub‑advisory relationships, occasional use of less-liquid interval funds, and the ability of certain advisors to implement insurance products creates additional service options and potential conflicts of interest that the firm discloses.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Business sale tax planning

Fee options

Fixed

Financial planning fixed fees typically range from $1,000 to $10,000 depending on complexity

Percentage

$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001+: 0.50%

Project-based

$150 to $400 per hour for financial planning services

Other

Account minimum: $250,000 Fee-only: Financial planning fees charged hourly ($150 to $400 per hour) or fixed fee ($1,000 to $10,000)

Main office location

Infinity Advisory Group

8105 Valleywood Lane, Suite A

Portage MI 49024, United States

Number of offices

1

Most active in

Michigan · Nebraska

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Benjamin T

Series 65

Portage, MI

Infinity Advisory Group

Benjamin Taylor is a financial advisor with Infinity Advisory Group in Portage, MI, holding a Series 65 designation and 12 years of industry experience. He has worked at Infinity Advisory Group since 2023 and concurrently with Advisory Services Network, LLC since 2016. Taylor is also a licensed insurance agent involved in the sales and service of annuity and life insurance. Infinity Advisory Group provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm’s investment approach is evidence-based and emphasizes diversified, passive mutual funds and ETFs, integrating sub-advisory and back-office support from Focus Partners Advisor Solutions.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Business sale tax planning
user avatar

Ginny D

Series 65

Portage, MI

Infinity Advisory Group

Ginny Dell is a financial advisor at Infinity Advisory Group with 15 years of industry experience. She holds a Series 65 designation and has worked at Infinity Advisory Group since 2023, as well as Advisory Services Network, LLC since 2016. In addition to her advisory role, she is a licensed insurance agent, selling annuities, life insurance, and long-term care insurance. Infinity Advisory Group provides discretionary investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based investment approach focused on diversified, passive mutual funds and ETFs, integrating sub-advisory services with client education initiatives.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Business sale tax planning
user avatar

Ryan S

Series 65

Portage, MI

Infinity Advisory Group

Ryan Snyder is a financial advisor at Infinity Advisory Group with 14 years of industry experience. He holds a Series 65 designation and has worked at Infinity Advisory Group since 2023, as well as Advisory Services Network, LLC since 2016. Outside of his advisory work, he is a licensed insurance agent and a partner in a service company unrelated to investment activities. Infinity Advisory Group manages discretionary investment portfolios and provides financial planning to individuals, trusts, charitable organizations, businesses, and qualified retirement plans, overseeing approximately $102.7 million in assets. The firm employs an evidence-based investment approach focused on diversified, passive funds and integrates sub-advisory and back-office services with Focus Partners Advisor Solutions, while also offering client educational seminars.

Passive / index investing Tax-loss harvesting College savings (529s, UTMA, etc.) Business sale tax planning
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