Infinite Summer Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
0
Very LowAverage account size
—
About
The firm is a small, registered investment adviser that provides comprehensive financial planning and educational seminars to individuals and high‑net‑worth clients, though it currently reports no managed client assets and does not provide custody or discretionary investment management. Services include ongoing and project‑based financial planning that produce written plans and an annual review calendar, as well as group seminars and speaking engagements for organizations and the public.
When making securities recommendations as part of planning, the firm applies Modern Portfolio Theory and may use a combination of passive and active vehicles, while tailoring recommendations to clients’ risk tolerance and goals. Rather than charging percentage‑of‑assets fees typical among investment‑manager peers, the firm bills on fixed, project, or hourly bases and may refer clients to unaffiliated third‑party professionals for implementation.
Distinctive operational features include a formal program of educational seminars and speaking engagements and the acceptance of hourly billing for project work—both uncommon among firms in this category. The firm is newly formed and the principal continues in outside employment as a high‑school teacher while holding a college‑funding certification, factors that may influence capacity and client availability.
Client services
Financial planning
Educational seminars or workshops
Expertise
College savings (529s, UTMA, etc.)
Cash flow / budgeting
Retirement income strategy
General tax planning
Demographic focus
Mid-Career Professionals
Fee options
Project-Based Financial Planning fixed fees range from $1,500 to $7,500; Educational seminars fees range from $0 to $2,500 per seminar
Project-Based Financial Planning hourly rate is $225 per hour
Ongoing Financial Planning fees paid monthly or quarterly in advance, ranging from $100 to $500 per month or $300 to $1,500 per quarter
Minimum fee: Initial fee up to $2,500 for initial comprehensive financial plan Fee-only: Ongoing fixed fees ranging from $100 to $500 per month or $300 to $1,500 per quarter, negotiable; Project-based fixed fees from $1,500 to $7,500; Hourly fees at $225 per hour
Main office location
Infinite Summer Financial Planning
Needham MA, United States
Number of offices
1
Most active in
Infinite Summer Financial Planning has reported serving >5 clients in these states in the last 12 months.
Massachusetts
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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