George Waters
Infiniti Wealth Management · Brewster, New York
George Waters is a fee-only financial advisor at Infiniti Wealth Management in Brewster, New York, who holds the CFP credential. George focuses on retirement planning and divorce financial planning. Infiniti Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to George →
Specialties
Who they serve
- Retirees
- Pre-retirees
- Divorced individuals
Facts
| Firm | Infiniti Wealth Management |
|---|---|
| Based in | Brewster, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $187.4M across 564 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY, TX · CRD 1344273 |
| Exams passed | Series 63 (1998) · Series 65 (2003) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.iwmria.com |
| Profile |
Request an introduction to George
Tell George a little about what you're looking for. George isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about George
Is George Waters a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: George holds no broker registration, and Infiniti Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does George charge for financial advice?
George's firm, Infiniti Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is George Waters based?
George Waters is based in Brewster, New York.
What does George specialize in?
George's specialties include retirement planning and divorce financial planning. George works with retirees, pre-retirees and divorced individuals.
What credentials does George Waters hold?
George Waters holds the CFP credential.
Is George Waters registered with the SEC?
Yes. George Waters is registered as an investment adviser representative in NY and TX (CRD 1344273), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Infiniti Wealth Management manage?
Infiniti Wealth Management reports $187.4M across 564 accounts in assets under management.
How do I contact George Waters?
Through George's website, www.iwmria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Infiniti Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.