Kelly Ennis
Kelly Ennis is a CFP, ChFC-designated registered investment advisor at Infinity Financial Strategies, LLC, based in North Granby, CT, with 10 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 46 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.90% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Contact
Kelly Ennis
Location
North Granby, CT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Infinity Financial Strategies, LLC
Previous Registrations
US Financial Advisors, LLC
LPL Financial LLCBroker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Infinity Financial Strategies, LLC is a fee-only financial planning firm that specializes in working with families balancing the competing demands on their finances such as funding college while planning for retirement. We clarify financial goals, building a vision for the family’s financial future. We devise a strategy aligned with the family’s values and priorities and the family’s feelings about money. Every plan is unique because every family is unique.