Infinity Financial Wealth Management LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Infinity Financial Wealth Management LLC provides discretionary asset management and a range of financial planning services to individuals and high-net-worth clients, overseeing roughly $5.1 million across about 31 client relationships. Offerings include ongoing portfolio management, one-time and limited-scope consultations, and two ongoing planning programs marketed as Wealth Builder and On Course.
The firm constructs portfolios using fundamental analysis and Modern Portfolio Theory and operates with discretionary trading authority; stated strategies include long-term investments, option writing, and the use of derivatives in separately managed accounts. It typically charges percentage-of-assets fees and conducts quarterly account reviews while custodial and execution services are provided through a national custodian.
Noteworthy distinctions include the principal’s CFP credential and substantial outside business activities: the principal serves as a licensed insurance agent (spending approximately half of her time in that role and receiving commissions) and operates a tax-preparation business, both of which are disclosed as potential conflicts of interest. The firm’s documented use of derivatives and options—rare among similar solo independent advisers—is highlighted in the brochure, along with stated mitigation measures such as disclosures and fiduciary obligations.
Client services
Expertise
Fee options
Wealth Builder ongoing plan: $2,500 single person, $3,000 couple; On Course initial fee $1,750 plus $3,000 per year ongoing financial planning services
up to 2% annually (negotiable, example: $500,000 x 2% = $10,000 annually)
$350 per hour for one-time financial planning and consultation services
On Course ongoing financial planning services: $3,000 per year billed monthly ($250/month) or quarterly ($750/quarter) in advance
Main office
5051 Peachtree Corners, Suite 200
Norcross GA 30092
Advisors at this office
1
Most active in
Georgia
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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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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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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