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 (1)
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.
Customer Dispute
September 2023
Closed-No Action
Other Business ActivitiesSells Insurance

Bradford is an insurance agent since 2020, dedicating a few hours per week to insurance sales. He is also a principal at Stonemill Partners, an M&A firm, dedicating about a quarter of his time to business valuations and marketing.

Employment History
Current Registrations
Infinity Financial Services Advisory
April 2020 - Present · 5 yrs 9 mos
Infinity Financial ServicesBroker
March 2020 - Present · 5 yrs 10 mos
Previous Registrations
Infinity Financial Services
March 2020 - December 2020 · 9 mos
Trustmont Advisory Group, INC.
May 2018 - December 2019 · 1 yr 7 mos
Trustmont Financial Group, INC.Broker
May 2018 - December 2019 · 1 yr 7 mos
Infinity Financial Services
February 2016 - May 2018 · 2 yrs 3 mos
Infinity Financial ServicesBroker
February 2016 - May 2018 · 2 yrs 3 mos
Edward Jones
June 2014 - February 2016 · 1 yr 8 mos
Edward Jones Broker
March 2014 - February 2016 · 1 yr 11 mos
State Registrations2 states
INTN
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Bradford Steven Jones - Financial Advisor | AdvisorDiscover