# James Lubin

> James Lubin is a fee-only financial advisor at Infiniti Wealth Management in Brewster, New York. James 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.

Page: https://find.wellspent.co/advisors/james-lubin/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## 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 (firm):** $187.4M across 564 accounts
- **Specialties:** Retirement planning, Divorce financial planning
- **Works with:** Retirees, Pre-retirees, Divorced individuals
- **CRD:** 1422319 (https://adviserinfo.sec.gov/individual/summary/1422319)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 63 (1985), Series 65 (2011)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.iwmria.com

## Frequently asked questions

### Is James Lubin a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?

James's firm, Infiniti Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is James Lubin based?

James Lubin is based in Brewster, New York.

### What does James specialize in?

James's specialties include retirement planning and divorce financial planning. James works with retirees, pre-retirees and divorced individuals.

### Is James Lubin registered with the SEC?

Yes. James Lubin is registered as an investment adviser representative in NY (CRD 1422319), 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 James Lubin?

Through James's website, www.iwmria.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1422319): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.iwmria.com/): specialties, clients served, and fees, checked October 30, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.