Infinium Investment Advisors, LLC fees and pricing
Financial planner in Denver, Colorado. Registered with the SEC.
According to its Form ADV Part 2A brochure dated September 17, 2026, Infinium Investment Advisors, LLC charges $250 an hour and a flat or project fee of $500-$10,000 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed September 17, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250/hr
“In this circumstance, we offer financial planning services on an hourly basis for $250 per hour, which may be negotiable depending on the nature and complexity of each client’s circumstances.”
- Flat or project fee
- $500-$10,000
“Financial Planning fees may be negotiated as a fixed fee and range from $500 to $10,000.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Infinium Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fees for investment management are based on an annual percentage of assets under management and are applied to the household asset value on a pro rata basis and billed quarterly in advance.”
- “After five (5) business days, clients will receive pro-rata refunds, which take into account work completed by the Advisor on behalf of the client.”
- “Fees are negotiable based on client circumstances, but we do not charge performance-based fees unless clients meet qualified client thresholds under Rule 205-3.”
How Infinium Investment Advisors, LLC’s fees compare
- Its hourly rate of $250 is below the Colorado median of $300. 27% of the 231 other Colorado planners that publish an hourly rate charge less.
- 9 of the 42 other planners in Denver that publish an hourly rate charge less.
- Its flat or project fee of $500-$10,000 spans the Colorado median of $5,250. 50% of the 214 other Colorado planners that publish a flat or project fee charge less.
- 19 of the 39 other planners in Denver that publish a flat or project fee charge less.
About Infinium Investment Advisors, LLC
- Firm size: 2 employees.
- Registered as an adviser: 2020 (6 years).
Planning areas mentioned in the brochure
- 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
- Clients
- 115
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, selecting other advisers, and newsletters and publications
- Assets managed
- $155,289,474
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 149123
- Phone
- (720) 253-1818
Can advise clients in 5 states: Colorado, Florida, Illinois, Michigan, Texas
Other planners in Denver that publish fees
- 46 North FinancialDenverUp to $10,000
- Alpha Capital Management Group LLCDenver$500-$100,000, $500-$100,000/yr
- Alpine Crest Private Wealth LLCDenver$25,000-$150,000, $25,000-$150,000/yr
- Altius Financial, Inc.Denver$10,000
- Artificial Alpha InvestmentsDenver$200-$500/hr
- Ask DollyDenver$50-$100/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.