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 (2)
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Employment Separation After Allegations
July 2023
Criminal
February 2020
Final Disposition
Other Business ActivitiesSells Insurance

Daire coaches middle school rugby, dedicating about 10-20% of their time some months. Daire is also an insurance producer for Creative One, Producer's Choice, and Disability Insurance Services, selling life insurance, annuities, and long-term care insurance, dedicating a few hours per week to each.

Employment History
Current Registrations
Infinity Financial Services Advisory
August 2023 - Present · 2 yrs 5 mos
Previous Registrations
Infinity Financial ServicesBroker
August 2023 - June 2025 · 1 yr 10 mos
Nylife Securities LLCBroker
March 2022 - August 2023 · 1 yr 5 mos
City National Rochdale
July 2018 - March 2021 · 2 yrs 8 mos
Cnr Securities, LLCBroker
January 2018 - March 2021 · 3 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Daire Peter Heneghan - Financial Advisor | AdvisorDiscover