Infinity Wealth Counsel, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Occupation focus
Fee options
Financial planning fixed fees generally range from $2,500 to $4,000
$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%
$300 per hour for financial planning consultations
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
433 West Loveland Ave, Suite 100
Loveland OH 45140
Advisors at this office
2
Most active in
California · Florida · Indiana · Kentucky · New Hampshire · Ohio · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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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
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.
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.
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