Adam Cole is a registered investment advisor at Infinite Summer Financial Planning, based in Needham, MA, with 1 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more.
Compensation
Firm Size
IM Fee
Fee Structure
Infinite Summer Financial Planning offers ongoing financial planning for a recurring fixed fee, ranging from $100 to $500 per month or $300 to $1,500 per quarter, paid monthly or quarterly in advance. The fee depends on the client's needs, complexity, and resources required. This service includes collaboration with a financial planner to develop and implement a financial plan, monitor it, and make updates as needed. An annual service calendar is established to set expectations for meetings, follow-ups, and check-ins.
Infinite Summer Financial Planning offers project-based financial planning for a fixed fee between $1,500 and $7,500, or an hourly rate of $225. The fee depends on the client's needs, complexity, and resources required. Half of the fee is due when the contract is signed, and the remainder is due upon completion of the services.
Location
Needham, MA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Adam is employed as a math teacher at Needham High School since 2007. He dedicates full-time hours to this non-investment related activity.
Employment History
Current Registrations
Infinite Summer Financial Planning
State Registrations1 state
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