Infinity Financial Strategies, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 9, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$500/hr

“We charge an hourly rate of $500.00 per hour for clients who have limited scope questions that depend on complexity.”

Flat or project fee

$1,000

“Comprehensive Financial Planning Comprehensive Financial Planning consists of an upfront charge of $1,000.”

Annual fee

$6,000/yr

“We charge an annual fee of $6,000, paid monthly in advance.”

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

How Infinity Financial Strategies, LLC bills

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

• “We charge an annual fee of up to $6,000, paid monthly or quarterly in advance, as listed in the Advisory Agreement.”
• “The Advisory Agreement may be terminated with written notice in advance.”
• “Upon termination of the Agreement, a prorated refund will be provided to the Client.”

How Infinity Financial Strategies, LLC’s fees compare

• Its hourly rate of $500 is above the Connecticut median of $300. 89% of the 103 other Connecticut planners that publish an hourly rate charge less.
• Its flat or project fee of $1,000 is below the Connecticut median of $5,125. 4% of the 78 other Connecticut planners that publish a flat or project fee charge less.
• Its annual fee of $6,000 matches the Connecticut median of $6,000. 48% of the 27 other Connecticut planners that publish an annual fee charge less.

About Infinity Financial Strategies, LLC

• Principal: Kelly Ennis
• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP® and CPA.
• Founded: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Minimum

$1,000,000 in assets (stated in brochure)

Clients

44

Employees

1

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, newsletters and publications, educational seminars and workshops, and other services

Assets managed

$36,763,697

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

291644

Website

twitter.com/kellyennis17 (opens in new tab)

Phone

(860) 264-5831

Can advise clients in 3 states: Connecticut, Massachusetts, New York

Other planners in Connecticut that publish fees

• 5TH Street Advisors, LLCSouthport$400/hr, $3,000⁠-⁠$5,000
• Abundant Wealth Management LLCStamford$250⁠-⁠$350/hr, $750⁠-⁠$5,000
• Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
• Alpine Hill Advisors LLCWestport$50,000⁠-⁠$500,000/yr
• Asset Management AssociatesSouth Windsor$250/hr
• Asset Management Group, Inc.Stamford$925/hr, $2,500⁠-⁠$10,000/yr

Compare all 227 planners in Connecticut