Top financial advisors in Loveland, OH
We’ve curated a list of the best financial advisors in Loveland, take a look at it below.
| # | Company | Assets under management | Number of advisors | |
|---|---|---|---|---|
| 1 |
Assets under management
$96,716,000
Number of advisors
3 advisors
| $96,716,000 | 3 advisors |
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Loveland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Loveland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
Infinity Wealth Counsel, LLC
Infinity Wealth Counsel, LLC is an investment advisory firm established in 2014, offering financial planning, investment management, and retirement plan advisory services. The firm manages client assets totaling $129,323,294 on a discretionary basis and $3,294,562 on a non-discretionary basis as of February 25, 2025. Services include financial planning, investment management, and retirement plan advisory services. Financial planning covers areas such as estate planning, risk management, retirement planning, and investment portfolio design. Investment management involves developing an Investment Plan based on the client's financial circumstances and goals. The firm uses a diversified asset allocation approach with a value-oriented tilt. IWC does not participate in wrap programs and may recommend third-party advisors for specific roles in managing client portfolios. Fees are based on a percentage of assets under management, starting at 1.00% for the first $1,000,000. The minimum portfolio value is $250,000, and the minimum annual fee is $2,500. IWC acts as a fiduciary and does not have any disciplinary events to report. The firm does not vote proxies for client securities and does not have physical custody of client funds. Clients may direct brokerage and wire transfers, and IWC may recommend IRA rollovers, presenting a conflict of interest. The firm does not vote proxies for client securities and does not have physical custody of client funds. Clients may direct brokerage and wire transfers, and IWC may recommend IRA rollovers, presenting a conflict of interest.
$96,716,000 under management
3 advisors
Fee structure
A percentage of assets under your management
Hourly charges
Fixed fees
Services offered
Financial Planning ServicesPortfolio Management For Individuals And/or Small BusinessesPension Consulting Services
Commitment
We’ve gathered and simplified publicly available information about financial advisors across the U.S. to help you make informed decisions. While we don’t directly connect you with these listed advisors, we do offer a simple, reliable service to match you with trusted, pre-vetted advisors registered on our platform — saving you time and effort.
Methodology
To generate our top financial advisors list in Loveland, we have carried out some rigorous research. First, we’ve analysed data in the SEC database to filter advisors by location, in this case Loveland. Then we’ve filtered out any advisors that do not offer financial advice, for example if they only offer mortgage advice we have excluded them from the list. Then we’ve ranked the remainder according to the amount of assets under management.
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