James Lubin
Infiniti Wealth Management · Brewster, New York
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.
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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 |
| SEC registration | Investment adviser representative in NY · CRD 1422319 |
| Exams passed | Series 63 (1985) · Series 65 (2011) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.iwmria.com |
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Questions about James
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.
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.
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