Tony Tolene
Tony Tolene is a registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 16 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 667 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
IFSA's annual portfolio management fees are based on the amount of your portfolio and range from 0.25% to 2.50%. The exact fee depends on the amount you invest. There is a minimum fee of 0.25% per year, but this may be waived at IFSA's discretion. In addition to the portfolio management fee, there is a monthly service and reporting fee that is the higher of 5 basis points of the account value or $100, both pro-rated for the number of active days in the billing cycle.
Location
212 9th Street, Suite 202, Oakland, CA, 94607
Get directionsHistory
Regulatory History (6)
Customer Dispute
May 2025Customer Dispute
November 2023Regulatory
November 2018Judgment / Lien
January 2018Employment Separation After Allegations
September 2016Customer Dispute
June 2013Other Business Activities
Tony is the owner of Golden Crown Home Care, an elderly home care business, since July 2024. He spends a few hours per week overseeing the care of his mother and hiring caregivers.
Employment History
Current Registrations
Infinity Financial Services Advisory
Previous Registrations
Infinity Financial ServicesBroker
Infinity Financial Services
LPL Financial LLC
LPL Financial LLCBroker
PNC InvestmentsBroker
PNC Investments
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
David Lerner Associates, INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.