Infinity Financial Services Advisory

Infinity Financial Services Advisory

Infinity Financial Services Advisory was established in 2018 and operates from Oakland, California. The firm structured itself as a registered investment advisor, a designation that imposes a fiduciary duty to place client interests ahead of the firm's own — a deliberate departure from the suitability standard governing broker-dealers. The firm serves individuals, high-net-worth individuals, and charitable organizations, a client mix that points toward comprehensive wealth management rather than single-product distribution. The firm's service model spans investment management, financial planning, and portfolio management. This combination suggests a multi-asset-class approach covering equities and fixed income, with likely exposure to mutual funds, ETFs, and separately managed accounts for clients above typical breakpoint thresholds. The inclusion of charitable organizations implies the firm handles endowment-style portfolios that require spending-policy analysis alongside standard asset allocation. The Bay Area location places the firm in a dense market for technology-sector wealth, though no publicly available record confirms sector concentrations or specific portfolio holdings. Infinity Financial Services Advisory remains a small practice without disclosed headcount, additional offices, or named principals. The firm operates under the Infinity Securities domain, though the corporate relationship between Infinity Financial Services Advisory and Infinity Securities is not clarified in public records. In September 2023, the broader RIA channel reached an SEC-registered count exceeding 15,000 firms nationally, with California hosting the densest concentration — Infinity competes within that ecosystem as a 2018-vintage entrant (per Investment Adviser Association, 2023). Structurally, the firm's choice of fee-only or fee-based compensation is not publicly confirmed, but its 2018 formation coincides with a post-2016 wave of breakaway brokers and independent RIAs who built practices under the fiduciary standard. The absence of a disclosed external custodian, succession plan, or partnership structure limits full structural assessment.