FAQ

  • Which areas do you serve?

    Infinitas serves clients in 41 states across the country. While we're proud of our roots and community involvement in Kansas City, our team supports clients nationwide.

  • How often will I meet with my advisor?

    Meeting frequency depends on your needs and the complexity of your situation, but most clients meet with their advisor at least annually, with additional check-ins as life changes: a new job, a sale of a business, a marriage, or approaching retirement, for example.

  • Do I need to be wealthy to work with a financial advisor?

    No. Whatever your current level of wealth, our goal is to help you build a plan that moves you toward your specific goals. We work with individuals and families at many different stages of their financial journey, not just high-net-worth clients.

  • Is Infinitas a fiduciary?

    Yes. As a fiduciary, we are legally and ethically obligated to act in your best interest, not to sell you products that benefit us. Our advice is independent and objective, so you can trust that our recommendations are built around your goals, not a sales quota.

  • How is Infinitas different from a bank or a big national wealth management firm?

    Infinitas gives you the resources of a large national organization, with the personalized attention of an independent team.