Infinity Advisory Group
SEC RegisteredFocus On What Matters Most
About the firm
Infinity Advisory offers planning that empowers clients to live a life they love. The firm embarks on a personal discovery process to uncover what's important, then designs, builds, and protects a customized plan using academic research and financial science as the foundation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Personal financial planning through a three-step process: Design (personal discovery to create a customized plan), Build (establishing distinct objectives and attainable action items grounded in academic research and financial science), and Protect (ongoing check-ins to measure progress toward goals and adjust as needed).
Who they serve
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 174 | $74M |
| High Net Worth Individuals | 34 | $55M |
2 total clients reported on Form ADV.
Office locations
Advisors at this firm
3 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $500,000 | 1.25% |
| Next $1,500,000 (up to $2,000,000) | 1.00% |
| Next $3,000,000 (up to $5,000,000) | 0.75% |
| All amounts above $5,000,000 | 0.50% |
Data as of March 20, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Infinity Advisory Group has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched