# Whealthy Empowerment Network

> Whealthy Empowerment Network is an SEC-registered investment advisory firm, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 14, 2026.

- CRD: 334271
- Filed as: WHEALTHY EMPOWERMENT NETWORK
- Legal name: Whealthy Empowerment Network, LLC
- Also doing business as: INFINITY WEALTH COMPANY, LLC, KONA FINANCIAL PLANNING
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Filing period: October 2026
- Form ADV filing dated: April 14, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/334271
- AdvisorCensus page: https://advisorcensus.com/firm/whealthy-empowerment-network-334271

## Quick answers

**How is Whealthy Empowerment Network compensated?**
On its Form ADV (Item 5.E, October 2026), Whealthy Empowerment Network reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**How much does Whealthy Empowerment Network charge?**
Its Form ADV Part 2A brochure dated April 14, 2026 states: Flat fee: $3,000 to $5,000 (financial planning and consulting services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Is Whealthy Empowerment Network registered with the SEC or a state?**
Whealthy Empowerment Network is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 334271.

**How much does Whealthy Empowerment Network manage?**
Whealthy Empowerment Network reports $107,770,717 in regulatory assets under management in its Form ADV filing dated April 14, 2026 (100% discretionary).

**What types of clients does Whealthy Empowerment Network serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (98); high net worth individuals (58); charitable organizations (1).

**Which custodians does Whealthy Empowerment Network use?**
Whealthy Empowerment Network's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Whealthy Empowerment Network report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/334271

**Does Whealthy Empowerment Network state an account minimum?**
Its Form ADV Part 2A brochure dated April 14, 2026 says: "The Advisor does not have any minimum requirements for opening or maintaining an account."

**What changed in Whealthy Empowerment Network's recent Form ADV filings?**
In the May 2026 filing data: Newly registered with the SEC.

## From the Form ADV filing

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

### Fees and minimums (Form ADV Part 2A brochure dated April 14, 2026)

- Account minimum: None

> The Advisor does not have any minimum requirements for opening or maintaining an account.

- Flat fee: $3,000 to $5,000 (financial planning and consulting services)

> WHealthy Empowerment Network will charge a fixed fee for financial planning and consulting services in the range of $3,000 to $5,000 as negotiated and contracted for with the client.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $107,770,717
- Discretionary: $107,770,717
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 98 | $23,966,332 |
| High net worth individuals | 58 | $83,774,360 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 1 | $22,186 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 1 | $7,839 |
| Other | 0 | $0 |

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

### Firm details
- Registered since: 2026 (0 years)
- Employees: 3 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, IL, OH, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the May 2026 filing
- Stevens Point, WI

### Websites listed on Form ADV (Item 1.I)
- infinitywealthco.com
- konafp.com
- whealthyempowerment.com
- whealthyempowermentnetwork.com
- Facebook @IWClizz
- Facebook @WHealthyEmpowermentNetwork
- Facebook @konafp
- Facebook @lizz.schneider.5
- Instagram @whealthyempowermentnetwork
- LinkedIn @infinitywealthcompany
- LinkedIn @kona-financial-planning
- LinkedIn @whealthy-empowerment-network
- LinkedIn @erin-zylka-kona
- LinkedIn @gabby-feifarek-279b17332
- LinkedIn @lizzschneidercfp

## Changes in the filing (last 12 months)

### May 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Whealthy Empowerment Network (CRD 334271): Form ADV filing data as of October 2026.