# Infinity Financial Planning

> Infinity Financial Planning is a state-registered investment advisory firm in Los Banos, CA, registered since 2019, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 305590
- Filed as: INFINITY FINANCIAL PLANNING
- Legal name: Infinity Financial Planning LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Los Banos, CA
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/305590
- AdvisorCensus page: https://advisorcensus.com/firm/infinity-financial-planning-los-banos-ca-305590

## Quick answers

**How is Infinity Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Infinity Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Infinity Financial Planning located?**
Infinity Financial Planning's principal office is in Los Banos, CA, according to its Form ADV.

**Is Infinity Financial Planning registered with the SEC or a state?**
Infinity Financial Planning is a state-registered investment advisory firm, registered since 2019. Status as filed: APPROVED. CRD 305590.

**How much does Infinity Financial Planning manage?**
Infinity Financial Planning reports $2,740,000 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (100% discretionary).

**What types of clients does Infinity Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (10).

**Does Infinity Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/305590

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $2,740,000
- Discretionary: $2,740,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 10 | $2,740,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2019 (6 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- infinityfp.org
- Facebook @infinityplanning

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Infinity Financial Planning (CRD 305590): Form ADV filing data as of October 2026.