Sanjay Puri
Infinity Wealthcare · Cumming, Georgia
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.
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Facts
| Firm | Infinity Wealthcare |
|---|---|
| Based in | Cumming, Georgia |
| Fee model | One-time planning fee · Ongoing planning fee |
| Accepting new clients | Yes |
| Assets under management | $21.0M across 58 accounts |
| SEC registration | Investment adviser representative in GA, TX · CRD 7070869 |
| Exams passed | Series 65 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.infinitywealthcare.com |
How Sanjay's firm compares
- Infinity Wealthcare's average account is about $361,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Sanjay
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.
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
- Infinity Wealthcare 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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