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Infinity Wealth Counsel, LLC

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Client assets under management

$145,474,942

Clients

125

37% high-net worth

Advisors

2

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

63

Typical

Average account size

$1,163,800

About

Infinity Wealth Counsel serves individuals—including high‑net‑worth clients—along with pension and profit‑sharing plans, charitable organizations, trusts, and estates. The firm offers financial planning (stand‑alone or coupled with ongoing services), discretionary investment management, and retirement plan advisory services.

At the outset of each relationship IWC develops a Financial Profile and an Investment Plan tailored to the client's goals and risk tolerance, and typically implements that plan on a discretionary basis across mutual funds, ETFs, individual equities and fixed income. The firm uses a diversified asset allocation approach with a tilt toward value‑oriented securities and, for some legacy accounts, supplements its strategies with third‑party managers or model portfolios for specific roles.

Noteworthy details in the brochure include disclosure that the firm advertises third‑party ratings in its materials and that its Third‑Party Advisor program is closed to new clients—an uncommon combination for firms of this size. The brochure also emphasizes retirement‑plan fiduciary services (including non‑discretionary ERISA 3(21) advice and discretionary 3(38) management options) and operational practices such as participation in Schwab’s advisor platform and the use of standing letters of authorization for third‑party transfers.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies

Occupation focus

Retired Founder/Business Owner

Fee options

Fixed

Financial planning fixed fees generally range from $2,500 to $4,000

Percentage

$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.60% $5,000,001+: 0.50%

Project-based

$300 per hour for financial planning consultations

Other

Account minimum: $250,000 Minimum fee: $2,500 minimum annual fee for investment management Fee-only: Financial planning fees: fixed fees range from $2,500 to $4,000; hourly fee $300 per hour

Main office location

Infinity Wealth Counsel, LLC

433 West Loveland Ave, Suite 100

Loveland OH 45140, United States

Number of offices

1

Most active in

More info

California · Indiana · Kentucky · New Hampshire · Ohio · Texas

Disclosures

More info

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

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 513-563-3500

Advisors at this firm

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user avatar

Christopher O

CFP®, Series 63, Series 65

Loveland, OH

Infinity Wealth Counsel, LLC

Christopher Oberholzer is a CFP® with 22 years of industry experience, currently serving as an advisor at Infinity Wealth Counsel, LLC since 2014. He holds Series 63 and Series 65 licenses and is based in Loveland, Ohio. Outside of advising, he is the managing member of Fallenoak Properties, LLC, a real estate entity owned by his IRA, which he oversees with minimal personal involvement. Infinity Wealth Counsel serves individual investors, pension and profit-sharing plans, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a diversified, value-oriented asset allocation strategy using a range of investment vehicles and offers fiduciary management tailored to retirement plans.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retired Founder/Business Owner
user avatar

Matthew O

CFP®

Loveland, OH

Infinity Wealth Counsel, LLC

Matthew Oberholzer is a CFP® professional with five years of industry experience. He has worked at Infinity Wealth Counsel, LLC since 2021 and previously held positions at J.P. Morgan Securities and JPMorgan Chase Bank. Oberholzer also served in the United States Army from 2015 to 2018. Infinity Wealth Counsel serves individual investors, pension and profit-sharing plans, trusts, and estates by providing financial planning, discretionary investment management, and retirement plan advisory services. The firm employs a diversified asset allocation strategy with a value-oriented focus and uses portfolio statistics and fundamental research to construct portfolios.

Retirement plans for business owners (SEP, solo 401k) Options & derivatives strategies Retired Founder/Business Owner
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