Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
34 advisors
Number of Clients
667 clients
Average Client Portfolio
$225K average
Assets Under Management
$150.1M

Fee Structure

Financial Plan Fee:$250 - $5,000
Hourly Rate:$100 - $350/hr

Portfolio management fees range from 0.25% to 2.50% annually, depending on the amount of assets managed. There is also a monthly service and reporting fee. Financial planning fees are either hourly ($100-$350) or a flat fee ($250-$5,000). Pension consulting services are also offered at an hourly rate or a percentage of plan assets. Clients are responsible for third-party fees. Fees are negotiable, but there is a minimum fee of 25 basis points per year based on assets under management which may be waived at IFSA’s sole discretion.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth
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Advisor Information

Office location

212 9th Street, Suite 202, Oakland, CA, 94607

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

John is involved in insurance sales and spends minimal time on this activity. He has 100% ownership.

Employment History
Current Registrations
Infinity Financial Services Advisory
December 2020 - Present · 5 yrs 1 mo
Infinity Financial ServicesBroker
January 2016 - Present · 10 yrs
Previous Registrations
Infinity Financial Services
December 2015 - December 2020 · 5 yrs
Fsc Securities Corporation
March 2012 - December 2015 · 3 yrs 9 mos
Fsc Securities CorporationBroker
March 2012 - December 2015 · 3 yrs 9 mos
Next Financial Group, INC. Broker
March 2008 - February 2012 · 3 yrs 11 mos
Next Financial Group, INC.
March 2008 - February 2012 · 3 yrs 11 mos
Capital Financial Services, INC.Broker
October 2005 - March 2008 · 2 yrs 5 mos
Capital Financial Services, INC.
October 2005 - March 2008 · 2 yrs 5 mos
Empire Investment Advisors. INC
January 2004 - October 2005 · 1 yr 9 mos
Empire Financial Group, INC.Broker
November 2003 - October 2005 · 1 yr 11 mos
Freedom Financial, INC.Broker
January 2003 - November 2003 · 10 mos
Thrivent Investment Management INC. Broker
June 1987 - January 2003 · 15 yrs 7 mos
State Registrations3 states
MITNTX
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
John Mckinley Walling - Financial Advisor | AdvisorDiscover