Infresh, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$62,400,000
This total excludes 6 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
116
11% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
116
Average account size
$537,931
About
Infresh, Inc. provides fee-based investment advisory and financial planning services to individuals as well as pension and profit‑sharing plans, managing approximately $62.4 million in discretionary assets for about 116 clients. Its offerings include discretionary portfolio management, an automated ETF‑based investment program, and employer pension consulting services.
The firm’s investment approach emphasizes a tactical allocation strategy that incorporates fundamental, technical and cyclical analysis and uses long‑term security holdings alongside tactical reallocations to address risk and performance objectives. Infresh manages custom portfolios across securities (stocks, mutual funds, ETFs, options, municipal and U.S. government securities) and operates an automated program via Schwab Performance Technologies’ Institutional Intelligent Portfolios® platform with automated rebalancing and optional tax‑loss harvesting.
Compared with many peers, Infresh combines individualized discretionary management with formal pension consulting for plan sponsors—covering fiduciary compliance, recordkeeping, and employee communication—and relies on third‑party technology providers that include artificial intelligence or machine‑learning components, conducting periodic vendor due diligence to mitigate related risks. The firm recommends specific custodians (Motif Investing/Pershing and Charles Schwab), discloses an insurance‑agency referral arrangement, and does not accept proxy‑voting authority for client accounts.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Active portfolio management
Tax-loss harvesting
Retirement plans for business owners (SEP, solo 401k)
Fee options
One-time fixed fees for financial planning (amounts not specified)
$0 - $250,000: 1.50% $250,000 - $1,000,000: 1.00% $1,000,000 - $2,000,000: 0.75% $2,000,000+: 0.50%
Hourly fees for financial planning (specific rates not stated)
Minimum fee: $2,500 per year for asset management; $1,000 per year for pension consulting (may be reduced or waived) Fee-only: Financial planning fees billed hourly, monthly, or fixed fee; negotiable
Main office location
Infresh, Inc.
1219 W. Main Cross St., Suite 205
Findlay OH 45840, United States
Number of offices
1
Most active in
Infresh, Inc. has reported serving >5 clients in these states in the last 12 months.
Ohio · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")