Infinity Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
Financial planning fixed fees typically range from $1,000 to $10,000 depending on complexity
$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%
$150 to $400 per hour for financial planning services
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
8105 Valleywood Lane, Suite A
Portage MI 49024
Advisors at this office
3
Most active in
Michigan · Nebraska
Also doing business as
Infinity Advisory Group · Infinity Advisory Group, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Benjamin T
Series 65
Portage, MI
Infinity Advisory Group
Benjamin Taylor is a financial advisor at Infinity Advisory Group with 13 years of industry experience. He holds a Series 65 designation and has previously worked at Advisory Services Network, LLC and Harbinger Asset Management, LLC. Taylor is also a licensed insurance agent, selling and servicing annuity and life insurance products. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes evidence-based, passive asset-class allocations using mutual funds and ETFs, and utilizes sub-advisory relationships and client education activities as part of its service approach.
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 previously worked at Advisory Services Network, LLC and Harbinger Asset Management, LLC. 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 investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm emphasizes evidence-based, passive asset-class allocations using mutual funds and ETFs, supported by a sub-adviser, and offers client education and insurance product options.
Ryan S
Series 65
Portage, MI
Infinity Advisory Group
Ryan Snyder is a financial advisor at Infinity Advisory Group with 15 years of industry experience. He holds a Series 65 designation and has previously worked at Advisory Services Network, LLC and Harbinger Asset Management, LLC. Outside of advisory work, Snyder is a licensed insurance agent and a partner in a service company unrelated to investment activities. Infinity Advisory Group provides investment management and financial planning services to individuals, trusts, charitable organizations, businesses, and qualified retirement plans. The firm employs an evidence-based, passive investment approach using mutual funds, ETFs, and model portfolios from a sub-adviser, with additional services including client education and insurance product implementation.
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