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

Madison, CT

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Regulatory History (3)
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.
Regulatory
April 2021
On Appeal
Employment Separation After Allegations
December 2015
Customer Dispute
November 2015
Settled
Other Business ActivitiesSells Insurance

John is an independent insurance agent with Collins Associates, selling disability, fixed annuities, life/accident/health, and long-term care insurance since 1976, dedicating a few hours per week. He also sells group LTD + group life, term UL whole life, index UL, LTC fixed annuity, spending about 10% of his time on this activity.

Employment History
Current Registrations
Infinity Financial Services Advisory
January 2023 - Present · 3 yrs
Previous Registrations
Infinity Financial ServicesBroker
December 2022 - November 2025 · 2 yrs 11 mos
Infinity Financial Services Advisory
January 2021 - May 2021 · 4 mos
Infinity Financial ServicesBroker
April 2016 - May 2021 · 5 yrs 1 mo
Infinity Financial Services
April 2016 - December 2020 · 4 yrs 8 mos
Metlife Securities INC.Broker
January 2015 - January 2016 · 1 yr
Metlife Securities INC.
January 2015 - December 2015 · 11 mos
New England Securities Corporation
January 2002 - January 2015 · 13 yrs
New England SecuritiesBroker
August 1977 - January 2015 · 37 yrs 5 mos
State Registrations1 state
CT
Advisor
Exams
No exam information available for this advisor.
John Martin Collins - Financial Advisor | AdvisorDiscover