INFINITY FINANCIAL PLANNING

Overview

Infinity Financial Planning is a small, independent registered investment adviser organized as a limited liability company and owned by an individual. The firm focuses on financial planning and discretionary portfolio management for individuals and small businesses, with a client base concentrated on individual and family relationships. Fee arrangements include a blended model of percentage-of-AUM, hourly charges, and fixed fees, giving the firm flexibility to serve clients with both ongoing investment management and project-based planning work. Investment activity emphasizes public equity exposure. Exchange-traded equities are the dominant allocation, and the firm appears to build portfolios from liquid, publicly traded instruments (ETFs and/or individual stocks) supplemented by mutual funds. Infinity Financial Planning is not positioned as an allocator to third-party alternative fund managers, does not identify as an active ESG investor, and does not report pension consultant or multi-state adviser activity.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices