Infinity Financial Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$2,900,000
Total clients
15
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
15
Average account size
$193,333
About
Infinity Financial Wealth Management LLC provides discretionary asset management alongside full and limited-scope financial planning and consulting to individuals and high‑net‑worth individuals. Services cover portfolio construction and monitoring, retirement and estate planning, income tax review and tax‑reduction strategies, with full financial plans typically delivered within 30 days of receiving required documentation.
The firm’s investment approach uses fundamental analysis and Modern Portfolio Theory to create client‑specific allocations and may employ long‑term holdings, option writing and derivative instruments in client accounts; investment programs are implemented on a discretionary basis and clients may impose written restrictions. Account reviews are performed at least quarterly and clients receive custodial statements no less than quarterly, with planners documenting goals, time horizons and risk tolerances in client files.
Notable distinctions include the principal’s outside business activities: an affiliated tax‑preparation practice and a licensed insurance agency relationship (approximately half of her time is spent on insurance activities), which the brochure discloses can create conflicts of interest that are managed through disclosure and fiduciary obligations. The principal also holds CFP certification, serves as a FINRA arbitrator and an insurance instructor, the firm does not vote client proxies, and clients are free to implement recommendations through other professionals.
Client services
Expertise
Fee options
Annual fee of no more than 2%, negotiable, billed quarterly in arrears
Financial planning hourly fee of $350 per hour
Main office location
Infinity Financial Wealth Management LLC
5051 Peachtree Corners, Suite 200
Norcross GA 30092, United States
Number of offices
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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
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