Infinitas
Infinitas is an Overland Park, Kansas-based independent financial advisory firm (founded 1990) serving high-net-worth individuals/families and businesses with retirement, estate, tax, investment, and business retirement plan services, overseeing $4.3B AUM across 41 states.
- Company typePrivate
- Founded1990
- HeadquartersOverland Park, United States
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Infinitas does
Infinitas (legal entity Infinitas LLC, dba Infinitas KC) is an independent financial advisory firm headquartered in Overland Park, Kansas, founded in 1990. It serves two principal customer segments: high-net-worth individuals and families seeking comprehensive private wealth services, and businesses seeking employer-sponsored retirement plan solutions. Its core individual-wealth offerings span retirement planning, estate planning, investment management, tax planning, risk management, and life-event planning, delivered by a team of 25+ financial advisors carrying credentials such as CFP®, ChFC®, AIF®, CPWA®, CRPS®, and CPFA. On the institutional side, the firm provides business retirement plan consulting covering plan design, administration, compliance, investment selection, vendor and fee management, fiduciary protection, and employee education, currently serving over 13,000 plan participants across its business client base. As of June 30, 2025, the firm reported $4.3 billion in Assets Under Advisement and served clients in 41 U.S. states.
The business is structured around a fee-based advisory model. Securities and advisory services are offered through Commonwealth Financial Network® (Member FINRA/SIPC), under which Commonwealth provides the broker-dealer and Registered Investment Adviser infrastructure. Client engagement begins with complimentary discovery calls and is delivered through direct advisor relationships, in-person consultations, virtual meetings, and a multi-channel content program (InfiniTALKS video series, blog, webinars) that supports top-of-funnel demand. Pricing is individualized rather than publicly disclosed, with billing structured as recurring advisory fees for individual clients and professional-services fees for retirement plan administration. The firm also operates the Infinitas Cares philanthropy program (founded 2020), which has contributed over $350,000 and 100+ annual volunteer hours across 30+ organizations.
Senior leadership includes Senior Partners Tim DiSette, Wade Carpenter, and Randy Johnson; Partners David Pacer, Jerry Perfect, and Tammy Tetzlaff; CIO Michael Orndorff; and two COOs (Christine Leyva and Vanessa Taylor). The team has won consecutive industry recognitions including Forbes Best-In-State Wealth Advisors (2020-2026), NAPA Top DC Advisor Teams (2026), the Kansas City Business Journal Top Fee-based Investment Advisors (2025), and a Financial Times 401 Retirement Advisers listing (2020). Infinitas has not raised external funding and is privately held by its partners.
Infinitas firmographics
Firmographics- Name
- Infinitas
- Legal name
- Infinitas LLC
- Website
- https://infinitaskc.com
- Company type
- Private
- Founded year
- 1990
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Infinitas is an Overland Park, Kansas-based independent financial advisory firm (founded 1990) serving high-net-worth individuals/families and businesses with retirement, estate, tax, investment, and business retirement plan services, overseeing $4.3B AUM across 41 states.
- Ownership category
- akta.pro rank
Infinitas industry classification
Industry- Product category
- Wealth Management & Retirement Plan Advisory
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Financial Planning–Led RIAs (FSAAACAB)
- akta.pro secondary industries
- Employer Retirement Plan Advisory (401(k)/Pension) (FSAEABAE), Corporate Retirement Plan Advisory RIAs (ERISA 401(k)/403(b)) (FSAAACAF), Retirement Income Planning & Decumulation Advisory (FSAEABAD)
Keywords
Where Infinitas is headquartered
LocationHeadquarters
- HQ city
- Overland Park
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Infinitas business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Technology or R&D, Marketing or Sales, Others
Revenue model
- Fee-based Advisory Services: The firm operates on a fee-based advisory model, offering securities and advisory services through Commonwealth Financial Network®, Member FINRA/SIPC. Services include investment management, retirement planning, estate planning, and tax planning for individuals; and retirement plan solutions for businesses.
- Retirement Plan Administration: Comprehensive retirement plan services spanning design, administration, compliance, and employee education for business clients.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Customized financial planning services |
Go-to-market motion2 records
Distribution channels4 records
Marketing channels7 records
Infinitas product offering
Product offeringCore offering
Infinitas is an independent financial advisory firm delivering fee-based wealth management and retirement plan consulting to individuals and businesses across 41 states through a team of 25+ advisors. For individuals, it provides retirement planning, estate planning, investment management, tax planning, risk management, and life event planning. For businesses, it offers business retirement plan solutions (design, administration, compliance, employee education) alongside broader business planning and succession planning. Securities and advisory services are delivered through Commonwealth Financial Network (FINRA/SIPC).
Product overview
Infinitas is a financial advisory firm offering a comprehensive suite of wealth management and retirement planning services. The firm operates as a unified platform combining core advisory services including Retirement Planning, Estate Planning, Investment Management, Tax Planning, and Risk Management for individual clients, alongside Business Retirement Plan Solutions, Business Planning, and Succession Planning for business clients. Additional offerings include specialized consulting services for Social Security and Medicare planning. The firm delivers educational content through its InfiniTALKS video series and maintains community engagement via the Infinitas Cares philanthropy program. All services are provided through a team of financial advisors with access to Commonwealth Financial Network's platform.
Differentiator
Problem solved
Functional benefit
Brands
- Infinitas Cares: The company's philanthropic initiative founded in 2020 that provides contributions of time, talent, and financial support to charitable organizations in the community.
Products and services
- Retirement Planning Strategy development to help individual clients achieve their desired retirement lifestyle by maximizing growth, preparing for tax-efficient distributions, and analyzing retirement cash flow.
- Estate Planning Wealth transfer services that help minimize transfer taxes and protect assets, taking into account income, capital gains, estate, and business tax issues.
- Investment Management Wealth accumulation services that help clients grow assets through understanding goals and risk tolerance, portfolio optimization, and ongoing investment monitoring.
- Tax Planning Tax minimization strategies through analysis of individual, investment, and business decisions to reduce current and future tax liability.
- Risk Management Identification of personal financial risk sources and customization of strategies to minimize them, including insurance needs assessment.
- Life Event Planning Guidance through financial complexities during significant life events including marriage, divorce, and loss of a family member.
- Business Retirement Plan Solutions Comprehensive retirement plan consulting services for business clients spanning plan design, administration, compliance, investment selection and monitoring, vendor and fee management, and fiduciary protection, including employee education and one-on-one participant meetings.
- Business Planning Overall business financial planning for business owners, covering operational issues, risk management, succession planning, executive compensation, benefit packages, key employee insurance, and business valuation.
- Succession Planning Focused planning service for the successful transfer of a business, navigating the complexities of family relationships during ownership transition.
Quantifiable outcome
- $4.3 Billion in Assets Under Advisement as of 06/30/2025
- +3 more outcomes
Companies that use Infinitas
Customer profileNamed customers9 records
Segments3 records
Ideal customer profiles3 records
Infinitas technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Infinitas partnerships and signals
Strategic signalPartnerships
One partnership is on record.
- Commonwealth Financial NetworkcoreSecurities and advisory services are offered through Commonwealth Financial Network®, Member FINRA/SIPC, a Registered Investment Adviser. Commonwealth provides the broker/dealer and RIA infrastructure for Infinitas, enabling them to offer securities and advisory services to clients.
Scale indicators8 records
Recent moves7 records
Expansion highlights5 records
Infinitas competitors and assessment
Company assessmentDirect peers
- Mercer Advisors: National RIA delivering comprehensive financial planning, investment management, and retirement plan solutions to HNW individuals and business owners via an advisor-team model.
- Mariner Wealth Advisors: National RIA providing comprehensive financial planning, retirement plan consulting, and estate planning to HNW individuals and businesses; highly comparable service mix and target client profile.
- Buckingham Strategic Wealth: Independent, fee-based RIA providing comprehensive financial planning and retirement plan consulting with an advisor-team structure akin to Infinitas.
- Carson Group: Partner-owned RIA network offering comprehensive financial planning and business retirement plan solutions, with a similar advisor-team and broker-dealer-anchored growth model.
- Focus Wealth Advisors (formerly Kovitz): Independent RIA platform providing comprehensive financial planning and retirement plan solutions for HNW clients and businesses, comparable in scale and advisor-team structure.
Regional players
- Creative Planning: Largest Kansas City-based RIA with a comparable comprehensive financial planning and 401(k) advisory offering; directly comparable mid-market wealth management competitor in the same metro region.
- Moneta Group: Large Mid/Midwest-based RIA offering comprehensive wealth management, retirement plan services, and estate planning to HNW individuals and business owners.
Broad incumbents
- Edelman Financial Engines: Largest U.S. independent RIA combining wealth management with extensive workplace retirement plan services; overlaps directly with Infinitas' individual and retirement plan segments at a much larger scale.
Market position
Strengths4 records
Weaknesses4 records
Competitive moat5 records
Key risks6 records
Key highlights6 records
Customer concentration
Infinitas social profiles
Digital presenceInfinitas compliance and trust
Trust signalCompliance2 records
Infinitas financial estimates
Financial estimateRevenue estimate
Valuation estimate
Infinitas leadership team
Management profileNumber of profiles
Profiles7 records
Infinitas funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Infinitas M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Infinitas
What does Infinitas do?
Infinitas is an independent financial advisory firm delivering fee-based wealth management and retirement plan consulting to individuals and businesses across 41 states through a team of 25+ advisors. For individuals, it provides retirement planning, estate planning, investment management, tax planning, risk management, and life event planning. For businesses, it offers business retirement plan solutions (design, administration, compliance, employee education) alongside broader business planning and succession planning. Securities and advisory services are delivered through Commonwealth Financial Network (FINRA/SIPC).
Is Infinitas a public or private company?
Infinitas is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Infinitas founded?
Infinitas was founded in 1990. It employs 11 to 50 people.
Where is Infinitas based?
Infinitas is headquartered in Overland Park, United States, in the North America region.
How does Infinitas make money?
Two revenue lines are on record. Fee-based Advisory Services are the primary driver. The others are retirement Plan Administration.
Who are Infinitas's main competitors?
Direct peers on record are Mercer Advisors, Mariner Wealth Advisors, Buckingham Strategic Wealth, Carson Group and Focus Wealth Advisors (formerly Kovitz). Regional players are Creative Planning and Moneta Group. Edelman Financial Engines is listed as a broad incumbent.
Does Infinitas have an API?
No public API is recorded for Infinitas.
What industry is Infinitas in?
Infinitas's product category is Wealth Management & Retirement Plan Advisory. Its primary akta.pro industry code is FSAAACAB, Financial Planning–Led RIAs, with a secondary code of FSAEABAE, Employer Retirement Plan Advisory (401(k)/Pension). Its NAICS code is 523940 and its SIC code is 6282.