Infinity Financial Strategies, LLC
North Granby, Connecticut
Infinity Financial Strategies, LLC at a glance
- One of 144 fee-only firms based in Connecticut in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 44 individual clients, 15 of them high net worth.
- Its average account is about $799,000 (assets it manages divided by its 46 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Connecticut · What fee-only advisors charge in Connecticut
Facts
| Based in | North Granby, Connecticut |
|---|
Questions about Infinity Financial Strategies, LLC
How much does Infinity Financial Strategies, LLC charge?
Infinity Financial Strategies, LLC publishes these prices: ongoing planning: from $6,000 a year; one-time plan: from $1,000; asset-based fee: 1% a year on the first tier of assets. We found this on its website, checked November 7, 2026.
How is Infinity Financial Strategies, LLC paid?
Infinity Financial Strategies, LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Infinity Financial Strategies, LLC have in the Wellspent public graph?
The Wellspent public graph lists 1 advisor at Infinity Financial Strategies, LLC.
What is the average account at Infinity Financial Strategies, LLC?
Infinity Financial Strategies, LLC's average account is about $799,000. That's the assets on its Form ADV divided by its 46 accounts.
What does Infinity Financial Strategies, LLC specialize in?
Infinity Financial Strategies, LLC's advisors and website list retirement planning, tax planning, estate & legacy planning and small business owners.
Is Infinity Financial Strategies, LLC accepting new clients?
Yes, according to Infinity Financial Strategies, LLC's website, checked November 7, 2026.
Infinity Financial Strategies, LLC fees
What the firm's own website says it charges, checked November 7, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $6,000 a year |
|---|---|
| One-time plan | From $1,000 |
| Asset-based fee | 1% a year on the first tier of assets |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects |
In the firm's words
"Ongoing planning fees are $500* per month." source
"Initial $1000 fee to begin the process." source
"Portfolio management fees start at 1% and decrease as your portfolio value increases." source
"Portfolio management fees start at 1% and decrease as your portfolio value increases." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $37 million |
| Individual clients | 29 |
| High-net-worth clients | 15 |
| Accounts managed | 46 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | March 9, 2026 |
| SEC record | CRD 291644 |
Advisors at this firm (1)
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