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
Other planners in Colorado Springs that publish fees
- 56 Capital Partners, LTDColorado Springs$100-$500/hr, $3,000-$25,000
- Accelerated Wealth Advisors LLCColorado Springs$250-$500/hr, $500-$7,000
- Adelmann Financial, Inc.Colorado Springs$500-$1,000/qtr
- Altus Wealth Group, LLCColorado Springs$250/hr, $1,000-$10,000
- Atlas Lifestyle Planning Group LLCColorado Springs$250/hr, $250-$3,500
- Baskin Financial PlanningColorado Springs$500-$3,000, $250-$3,000/mo
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.