Infinity Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$23,280,738
Total clients
46
28% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
46
Average account size
$506,103
About
Infinity Financial Strategies serves individual clients across a range of wealth levels and also works with corporations and retirement‑plan sponsors, providing wealth management, discretionary investment management, comprehensive financial planning, retirement plan consulting, and select business services such as bookkeeping and tax preparation. The firm offers both ongoing advisory relationships and project‑based engagements, including estate planning assistance using a third‑party technology provider.
The firm builds individualized investment policies and asset allocation targets through client discussions and implements portfolios on a discretionary basis, using a mix of fundamental, technical, cyclical and charting analysis and, where appropriate, passive index vehicles. To support comprehensive planning, Infinity integrates third‑party technology — including a held‑away account platform for monitoring outside accounts — and delivers written or electronic plans with annual reviews and ongoing monitoring.
What is notable compared with many solo independent advisers is the breadth of services beyond typical individual portfolio management: the firm regularly offers educational seminars and paid speaking engagements (with pro‑bono options), provides retirement plan consulting that can include named fiduciary roles, and supplements planning with tax preparation and bookkeeping services for business clients. Combined with its use of held‑away account integration and third‑party estate‑planning tools, this mix of institutional plan services, business bookkeeping/tax work, and client education differentiates the firm from many peers of similar size.
Client services
Fee options
Onboarding fee: $1,000 (one-time); Ongoing financial planning fee: $6,000 annually (paid monthly in advance); Retirement plan consulting flat fees ranging from $2,500 to $250,000 with minimum $2,500.
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.75%
$500 per hour for limited scope financial planning questions, negotiable.
Account minimum: $0 (No minimum stated for individual clients); however, for retirement plan consulting, a minimum annual fee of $10,000 is generally required, equating to a minimum account size of $1,000,000, but waivers may be made at advisor's discretion. Fee-only: Wealth management advisory fees are a blended tiered percentage of AUM as detailed above. Planning fees are fixed annual fees up to $6,000 (paid monthly or quarterly). Onboarding fee of $1,000 (one-time). Comprehensive financial planning has a $1,000 upfront fee plus $6,000 annual ongoing fee. Hourly financial planning at $500/hour. Estate planning assistance fees up to $1,500.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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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.
Main office location
Infinity Financial Strategies, LLC
North Granby CT, United States
Number of offices
1
Forms ADV
Quick links
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