# Sanjay Puri

> Sanjay Puri is a fee-only financial advisor at Infinity Wealthcare in Cumming, Georgia. Sanjay charges a one-time planning fee and an ongoing planning fee.

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

## Facts

- **Firm:** Infinity Wealthcare
- **Based in:** Cumming, Georgia
- **Fee model:** One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $21.0M across 58 accounts
- **CRD:** 7070869 (https://adviserinfo.sec.gov/individual/summary/7070869)
- **SEC registration:** Investment adviser representative in GA, TX
- **Exams passed:** Series 65 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.infinitywealthcare.com

## Frequently asked questions

### Is Sanjay Puri a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Sanjay holds no broker registration, and Infinity Wealthcare reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Sanjay charge for financial advice?

Sanjay charges a one-time planning fee and an ongoing planning fee.

### Where is Sanjay Puri based?

Sanjay Puri is based in Cumming, Georgia.

### Is Sanjay Puri registered with the SEC?

Yes. Sanjay Puri is registered as an investment adviser representative in GA and TX (CRD 7070869), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Infinity Wealthcare manage?

Infinity Wealthcare reports $21.0M across 58 accounts in assets under management.

### How do I contact Sanjay Puri?

Through Sanjay's website, www.infinitywealthcare.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7070869): 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://infinitywealthcare.com/): specialties, clients served, and fees, checked October 30, 2026

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