Infinite Summer Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Demographic focus
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
Needham MA
Advisors at this office
1
Most active in
Massachusetts
Also doing business as
Infinite Future College Financing · Infinite Summer Financial Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)