Best Life Infinity, LLC fees and pricing

Financial planner in Colorado Springs, Colorado. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 25, 2026, Best Life Infinity, LLC charges $375 an hour and an annual fee of $24,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$375/hr
“If hourly fees are charged, the fee shall be no more than $375 per hour.”
Annual fee
$24,000/yr
“In the case where a flat fee is charged for management of assets, the fee shall be billed quarterly, in advance, and will not exceed $24,000 annually.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Best Life Infinity, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “Clients are billed quarterly in advance.”
  • “Deposits or withdrawals greater than $10,000 will be billed or refunded on a prorated basis.”
  • “All deposits or withdrawals related to the initiation or termination of an advisory relationship will be billed or refunded on a prorated basis regardless of value.”

How Best Life Infinity, LLC’s fees compare

  • Its hourly rate of $375 is above the Colorado median of $300. 77% of the 231 other Colorado planners that publish an hourly rate charge less.
  • 15 of the 23 other planners in Colorado Springs that publish an hourly rate charge less.
  • Its annual fee of $24,000 is above the Colorado median of $7,750. 82% of the 57 other Colorado planners that publish an annual fee charge less.
  • 5 of the 6 other planners in Colorado Springs that publish an annual fee charge less.

About Best Life Infinity, LLC

  • Firm size: 8 employees.
  • Credentials named in the brochure: CFP® and ChFC®.
  • Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management, performance based fees
Charges a % of assets
Yes
Highest asset based fee in brochure
2% a year
Clients
110
Employees
8
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$48,243,173
Registered with
U.S. Securities and Exchange Commission
Disciplinary disclosures
None reported
SEC CRD number
319232
Phone
(719) 966-1985

Can advise clients in 26 states: California, Colorado, Florida, Georgia, Idaho, Illinois, Louisiana, Maryland, Minnesota, Missouri, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Oklahoma, Oregon, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, Wisconsin

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