Susan Riser Whitlock
Infinite Wealth Advisors · Mooresville, North Carolina
Susan Riser Whitlock is a fee-only financial advisor at Infinite Wealth Advisors in Mooresville, North Carolina. Susan focuses on retirement planning, estate & legacy planning and small business owners. Infinite Wealth Advisors 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
Facts
| Firm | Infinite Wealth Advisors |
|---|---|
| Based in | Mooresville, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $404.3M across 584 accounts |
| SEC registration | Investment adviser representative in AZ, FL, NC, OH, TX · CRD 5287262 |
| Exams passed | Series 65 (2010) |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.infinitewealthadvisors.com |
How Susan's firm compares
- Infinite Wealth Advisors's average account is about $692,000, from its Form ADV (assets managed divided by 584 accounts).
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Questions about Susan
Is Susan Riser Whitlock a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Infinite Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Susan charge for financial advice?
Susan's firm, Infinite Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Susan Riser Whitlock based?
Susan Riser Whitlock is based in Mooresville, North Carolina.
What does Susan specialize in?
Susan's specialties include retirement planning, estate & legacy planning and small business owners. Susan works with retirees and pre-retirees.
Is Susan Riser Whitlock registered with the SEC?
Yes. Susan Riser Whitlock is registered as an investment adviser representative in AZ, FL, NC, OH and TX (CRD 5287262), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Infinite Wealth Advisors manage?
Infinite Wealth Advisors reports $404.3M across 584 accounts in assets under management.
How do I contact Susan Riser Whitlock?
Through Susan's website, www.infinitewealthadvisors.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
- Infinite Wealth Advisors 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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