Infinity Financial Wealth Management LLC fees and pricing
Financial planner in Norcross, Georgia. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated September 9, 2026, Infinity Financial Wealth Management LLC charges $350 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 9, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $350/hr
“AND CONSULTING Infinity charges an hourly fee of $350 per hour based on complexity and unique Client needs for financial planning.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Infinity Financial Wealth Management LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
- “The Client must consent in advance to direct debiting of their investment account.”
- “Electronic Payment via ACH, Debit Card, or Credit Card (fees will be paid via a third party payment processor in which the client will securely input payment information and pay the advisory fee through a secure portal.”
How Infinity Financial Wealth Management LLC’s fees compare
- Its hourly rate of $350 is above the Georgia median of $250. 72% of the 169 other Georgia planners that publish an hourly rate charge less.
About Infinity Financial Wealth Management LLC
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2025.
Planning areas mentioned in the brochure
- Tax planning
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 2% a year
- Clients
- 31
- Employees
- 1
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $5,100,000
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 337858
- Phone
- (678) 971-3861
Other planners in Georgia that publish fees
- 2ND Half Capital, LLCAlpharetta$1,000-$2,000
- Access Planning Partners, LLCAlpharetta$250/hr, $750-$7,500
- Ae Financial & Risk Management, Inc.Alpharetta$250/hr
- Aegis Capital GroupAtlanta$100-$250/hr, $1,000-$3,000
- Ages Legacy Advisors, LLCAtlanta$400/hr, $400-$5,000
- Alpha Financial Management, Inc.Savannah$2,000-$10,000/yr
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.