Infinity Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$2,740,000
Clients
10
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$274,000
About
Infinity Financial Planning is a solo, state-registered independent advisory firm that manages approximately $2.74 million in discretionary assets for roughly ten clients. The firm offers individually tailored investment management plus project-based, hourly, and an ongoing monthly financial planning subscription that covers retirement, college savings, cash‑flow, business planning, insurance, and estate planning.
Investment implementation emphasizes Modern Portfolio Theory and primarily passive management using asset-class allocations and low‑turnover funds, while the firm also employs fundamental, technical, cyclical, and charting analysis as part of its investment analysis and portfolio decisions. Accounts are managed on a discretionary basis and the firm uses block trading practices when aggregating orders across client accounts.
What stands out for a firm of this size is the advisor’s combination of both CFA and CFP credentials and the pairing of a small client base with a broad stated capability to serve individuals, high‑net‑worth clients, and various institutional entities. The firm also notes a few operational distinctions: it operates with a single advisor across two offices and, unlike many peers, does not provide written reports to investment advisory clients.
Client services
Financial planning
Portfolio management
Expertise
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Fee options
Project based financial planning fixed fee ranges between $500 and $2,500, negotiable; ongoing financial planning upfront fee $300-$500 plus monthly fee $100-$200
$0 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,000+: 0.75%
$150 per hour, negotiable
Ongoing financial planning monthly fee of $100 to $200, negotiable
Fee-only: Hourly financial planning at $150 per hour (negotiable)
Main office location
Infinity Financial Planning
1220 E St Ste. A
Los Banos CA 93635, United States
Number of offices
2
Most active in
Infinity Financial Planning has reported serving >5 clients in these states in the last 12 months.
California
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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