Infinity Wealthcare, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 26, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$750⁠-⁠$10,000

“In some cases, depending on the specific needs of the client and the project, consulting engagements may be priced at a fixed project fee basis (instead of hourly), ranging from $750 to $10,000.”

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

How Infinity Wealthcare, LLC bills

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

• “The fee is billed in arrears either monthly or quarterly – as chosen in the client agreement – based on the market value of client assets on the last day of the previous month or quarter, respectively.”
• “In limited circumstances, we may send you an invoice payable upon receipt for our advisory fee instead of deducting the fee directly from your account.”
• “Refunds are not applicable since our fees are payable in arrears.”

How Infinity Wealthcare, LLC’s fees compare

• Its flat or project fee of $750-$10,000 spans the Georgia median of $5,000. 58% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 1 of the 3 other planners in Cumming that publish a flat or project fee charge less.

About Infinity Wealthcare, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2019 (7 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

1.5% a year

Clients

23

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for businesses and institutions, pension consulting, selecting other advisers, market timing, and educational seminars and workshops

Assets managed

$20,958,992

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

300622

Website

infinitywealthcare.com (opens in new tab)

Phone

(404) 480-0051

Other planners in Cumming that publish fees

• Chattahoochee WealthCumming$3,000⁠-⁠$15,000, $3,000⁠-⁠$23,000/yr
• Finacura Advisory LLCCumming$150/hr
• Financial Consultants Group IncCumming$2,500⁠-⁠$10,000
• Greenway Financial Planning, LLCCumming$250, $50⁠-⁠$500/mo
• Mason Wealth StrategiesCumming$200/hr

Compare all 10 planners in Cumming