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 (6)
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
November 2021
Judgment / Lien
December 2018
Employment Separation After Allegations
October 2018
Judgment / Lien
August 2018
Judgment / Lien
June 2018
Judgment / Lien
April 2018
Other Business ActivitiesSells Insurance

Aaron is self-employed in an insurance-related activity since 1997, dedicating minimal time to it. This activity is not investment-related.

Employment History
Current Registrations
Infinity Financial Services Advisory
June 2020 - Present · 5 yrs 7 mos
Infinity Financial ServicesBroker
May 2019 - Present · 6 yrs 8 mos
Previous Registrations
Infinity Financial ServicesBroker
March 2019 - May 2019 · 2 mos
United Planners' Financial Services of America a Limited Partner Broker
January 2008 - October 2018 · 10 yrs 9 mos
Uvest Financial Services Group, INC.Broker
May 2007 - January 2008 · 8 mos
Horace Mann Investors INC Broker
December 1997 - May 2007 · 9 yrs 5 mos
State Registrations2 states
MDME
AdvisorBrokerBoth
Exams
No exam information available for this advisor.