Daire Heneghan
Daire Heneghan is a CFA-designated registered investment advisor at Infinity Financial Services Advisory, based in Oakland, CA, with 7 years of industry experience. Daire 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 (3)
Criminal
November 2025Employment Separation After Allegations
July 2023Criminal
February 2020Other 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
Previous Registrations
Infinity Financial ServicesBroker
Nylife Securities LLCBroker
City National Rochdale
Cnr Securities, LLCBroker
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.