INFINITY FINANCIAL PLANNING

INFINITY FINANCIAL PLANNING of LOS BANOS, CA is an SEC-registered investment adviser (CRD 305590). Regulatory assets under management: $2.7M.

Registration

• CRD: 305590
• Type: Registered investment adviser
• Location: 1220 E ST STE. A, LOS BANOS, CA, 93635
• Phone: 209-704-2878
• Latest filing: 2026-03-31
• Regulatory AUM: $2.7M
• Discretionary AUM: $2.7M
• Clients: 1
• Accounts: 10

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 305590 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search