Infinity Financial Strategies, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$36,490,308
Clients
44
Advisors
1
of 1 employees
About
Infinity Financial Strategies serves individuals (including high‑net‑worth clients) as well as corporations and other businesses, offering discretionary investment management, wealth and comprehensive financial planning, retirement plan consulting, tax preparation, bookkeeping, and estate‑planning assistance. The firm provides continuous advice and ongoing supervision of client portfolios and will also monitor and rebalance “held‑away” accounts through a third‑party connectivity platform.
The firm constructs individualized investment policies and asset‑allocation targets and uses a combination of fundamental, technical, cyclical and charting analysis, with the option to implement passive index‑based funds alongside active strategies. It typically operates on a discretionary basis, conducts regular (quarterly) account reviews, and integrates written financial plans and ongoing monitoring into client relationships.
Noteworthy for a solo independent adviser, Infinity offers services aimed at businesses and plan sponsors — including retirement plan design and monitoring with the ability to serve in fiduciary roles (3(21)/3(38)) — and provides ancillary services such as bookkeeping for business owners and tax‑preparation support for qualifying clients. The firm also conducts educational seminars and speaking engagements and uses third‑party technologies (Pontera for held‑away account management and an estate‑planning document provider) to support client reporting and estate‑planning delivery, and it includes held‑away account values when calculating advisory fees.
Client services
Expertise
Occupation focus
Fee options
Comprehensive Financial Planning initial fee of $1,000; Retirement Plan Consulting flat fees range from $2,500 to $250,000 with minimum $2,500
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.90% $2,000,001+: 0.75%
$500 per hour for limited scope financial planning questions
Ongoing Financial Planning annual fee of $6,000, paid monthly in advance
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $10,000 for retirement plan consulting services Fee-only: Comprehensive Financial Planning: $1,000 upfront plus $6,000 annually ongoing; Financial Planning Hourly Rate: $500/hour; Estate Planning Assistance: up to $1,500; Tax Preparation: $400 to $3,000; Bookkeeping: $200 to $500 monthly; Educational Seminars: $0 to $750 per seminar; Speaking Engagements: $0 to $2,500 plus travel expenses
Main office
North Granby CT
Advisors at this office
1
Most active in
Connecticut · Massachusetts · New York · Texas
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:
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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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