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 (7)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Judgment / Lien
April 2025
Judgment / Lien
December 2019
Judgment / Lien
April 2017
Customer Dispute
September 2001
Settled
Regulatory
November 1999
Final
Regulatory
December 1989
Final
Regulatory
December 1989
Final
Other Business Activities

Aaron works as a tax preparation associate for Steven J Axelrod dba Tax Office SF since 2015. This takes nearly full-time, with some hours during trading hours.

Employment History
Current Registrations
Infinity Financial Services Advisory
April 2020 - Present · 5 yrs 9 mos
Infinity Financial ServicesBroker
August 2016 - Present · 9 yrs 5 mos
Previous Registrations
Infinity Financial Services
August 2016 - October 2020 · 4 yrs 2 mos
Foothill Securities, INC.Broker
May 2013 - September 2016 · 3 yrs 4 mos
First Allied Securities, INC.
April 2010 - July 2012 · 2 yrs 3 mos
First Allied Securities, INC.Broker
June 2005 - July 2012 · 7 yrs 1 mo
Round Hill Securities, INC.Broker
January 1996 - June 2005 · 9 yrs 5 mos
Linsco/private Ledger CORP. Broker
June 1994 - February 1995 · 8 mos
Royal Alliance Associates, INC. Broker
April 1993 - October 1994 · 1 yr 6 mos
World Invest CorporationBroker
February 1991 - December 1991 · 10 mos
Power Securities CorporationBroker
January 1988 - February 1989 · 1 yr 1 mo
State Registrations4 states
CAFLIDWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.