PlannerFees

Infinitus Wealth Management LLC fees and pricing

Financial planner in Nashville, Tennessee. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 27, 2026, Infinitus Wealth Management LLC charges $250⁠-⁠$750 an hour and a flat or project fee of $200⁠-⁠$1,500 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 27, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250⁠-⁠$750/hr
“The minimum fixed fee is generally $250 per hour and the maximum fixed fee is generally no more than $750 per hour.”
Flat or project fee
$200⁠-⁠$1,500
“The minimum fixed fee is generally $200 and the maximum fixed fee is generally no more than $1,500.”

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

How Infinitus Wealth Management LLC bills

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

  • “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
  • “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
  • “Fees vary from client-to-client based on each client’s financial situation and topics to be covered in a plan and are negotiable.”

How Infinitus Wealth Management LLC’s fees compare

  • Its hourly rate of $250-$750 spans the Tennessee median of $275. 90% of the 111 other Tennessee planners that publish an hourly rate charge less.
  • 11 of the 11 other planners in Nashville that publish an hourly rate charge less.
  • Its flat or project fee of $200-$1,500 is below the Tennessee median of $3,000. 8% of the 89 other Tennessee planners that publish a flat or project fee charge less.
  • None of the 13 other planners in Nashville that publish a flat or project fee charge less.

About Infinitus Wealth Management LLC

“Asset Management Services – Infinitus Wealth Management offers asset management services, which involves Infinitus Wealth Management providing you with continuous and ongoing supervision over your specified accounts.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Registered as an adviser: 2022 (4 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • College planning
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$50,000 in assets (stated in brochure)
Clients
12
Employees
1
Works with
Individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, newsletters and publications, and educational seminars and workshops
Assets managed
$5,921,245
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
317198
Website
infinituswealth.com (opens in new tab)
Phone
(330) 307-9396

Can advise clients in 2 states: Ohio, Tennessee

Other planners in Nashville that publish fees

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