Infinity Tax & Financial Planning logo

Infinity Tax & Financial Planning

Updated today

Client assets under management

$82,876,795

Clients

382

7% high-net worth

Advisors

5

of 9 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

76

High

Average account size

$216,955

About

Infinity Investment Advisors LLC provides ongoing portfolio management and financial planning for individual and high‑net‑worth clients, documenting each client’s goals in a written Investment Policy Statement and offering implementation through both direct management and referrals to third‑party advisers. The firm also facilitates access to wrap fee programs and may direct clients to managers such as Simplicity Wealth and Flexible Plan Investments as part of its service mix.

Investment decisions are informed by a combination of methods — including fundamental, quantitative, technical, charting and modern portfolio theory — and the firm may employ long‑ and short‑term trading, margin, short sales and options strategies depending on client objectives. Infinity documents risk tolerance and time horizon in each IPS, conducts periodic (at least annual) reviews, and acknowledges fiduciary duties when advising retirement accounts.

Notable aspects of the firm’s structure include common ownership by Infinity Accounting and Tax Services, Inc., with several supervised persons serving as tax preparers or in operations for that accounting firm, and affiliated insurance activities through a commonly owned insurance entity; the brochure discloses these relationships and the related conflicts of interest. Infinity also requires use of specific custodians (Schwab Institutional, AXOS Clearing and Fidelity), discloses potential fee‑sharing arrangements when directing clients to third‑party managers, and describes access to custodian‑provided educational events and practice‑management resources.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Options & derivatives strategies Annuities Real estate investing

Fee options

Fixed

$250 to $5,000 fixed fee for financial planning

Percentage

1.50% annually

Project-based

$150 to $500 per hour

Main office location

Infinity Tax & Financial Planning

200 Clinton Ave West, Suite 701

Huntsville AL 35801, United States

Number of offices

2

Most active in

Alabama · Florida · Georgia · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Henry G

Series 65

Huntsville, AL

Infinity Tax & Financial Planning

Henry Gardner is a financial advisor with Infinity Tax & Financial Planning in Huntsville, AL. He holds a Series 65 designation and has one year of industry experience. Prior to his current role, he worked at H&R Block and has experience in the restaurant industry and education. Infinity Investment Advisors LLC provides portfolio management and financial planning services for individual and high-net-worth clients, using a variety of investment methods and offering implementation through direct management and third-party referrals. The firm integrates tax and insurance services through affiliated entities and maintains fiduciary standards in advising retirement accounts.

Options & derivatives strategies Annuities Real estate investing
user avatar

Parker C

Series 66

Huntsville, AL

Infinity Tax & Financial Planning

Parker Carroll is a financial advisor at Infinity Tax & Financial Planning with four years of industry experience. He holds the Series 66 designation and has worked at firms including American Portfolios Advisors and Osaic Wealth, Inc. Outside of advisory work, he is involved in tax preparation through Infinity Accounting and Tax Services. Infinity Investment Advisors LLC provides portfolio management and financial planning for individual and high-net-worth clients, combining various investment methods and strategies tailored to client objectives. The firm integrates tax and insurance services through affiliated entities and offers access to third-party managers as part of its comprehensive approach.

Options & derivatives strategies Annuities Real estate investing
user avatar

Andrew Z

Series 63, Series 65

Huntsville, AL

Infinity Tax & Financial Planning

Andrew Zorovich is a financial advisor with Infinity Tax & Financial Planning, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His prior roles include positions at Osaic Wealth, INC., American Portfolios Financial Services, Inc., Investment Advisors, and ProEquities, Inc. He is also a licensed insurance agent and a tax preparer for Infinity Accounting and Tax Services, Inc. Infinity Investment Advisors LLC provides portfolio management and financial planning services to individual and high-net-worth clients, using a variety of investment methods and strategies tailored to client objectives. The firm integrates tax and insurance services through affiliated entities and offers access to third-party managers and wrap fee programs.

Options & derivatives strategies Annuities Real estate investing
user avatar

Jachym B

Series 66

Huntsville, AL

Infinity Tax & Financial Planning

Jachym Bezouska is a financial advisor at Infinity Tax & Financial Planning in Huntsville, AL, holding a Series 66 designation with two years of industry experience. His prior roles include positions at Osaic Wealth, INC. and American Portfolios Financial Services Inc. He also engages in fixed annuity and insurance sales. Infinity Investment Advisors LLC provides portfolio management and financial planning services for individual and high-net-worth clients, employing a range of investment methods and strategies tailored to client objectives. The firm integrates tax preparation and insurance activities within its operations and emphasizes documented client goals and risk management.

Options & derivatives strategies Annuities Real estate investing
user avatar

Jeffrey M

Series 66

Seminole, FL

Infinity Tax & Financial Planning

Jeffrey Mcavaddy is a financial advisor with Infinity Tax & Financial Planning and holds a Series 66 designation. He has 22 years of industry experience, including roles at American Portfolios Advisors and Investment Advisors. In addition to his advisory work, he prepares taxes through a separate business, Infinity Seminole, LLC. Infinity Investment Advisors LLC provides portfolio management and financial planning services for individual and high-net-worth clients. The firm utilizes a variety of investment strategies and maintains written Investment Policy Statements to guide client portfolios, offering both direct management and referrals to third-party advisers.

Options & derivatives strategies Annuities Real estate investing
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