Firm
Infinity Wealthcare
Cumming, Georgia
Fee-only
Infinity Wealthcare at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 23 individual clients, 14 of them high net worth.
- Its average account is about $361,000 (assets it manages divided by its 58 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Cumming, Georgia |
|---|---|
| Website | infinitywealthcare.com |
| Phone | (404) 480-0051 |
Infinity Wealthcare fees
Infinity Wealthcare doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: one-time plans or projects, ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Performance-based fees |
|---|---|
| Assets managed | $21 million |
| Individual clients | 9 |
| High-net-worth clients | 14 |
| Accounts managed | 58 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | February 26, 2026 |
| SEC record | CRD 300622 |