Infinity Tax & Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,946,160
Clients
331
Advisors
4
across 2 offices
About
Infinity Investment Advisors LLC provides portfolio management and financial planning to individual and high‑net‑worth clients. The firm offers ongoing account management with a written Investment Policy Statement for each client and may refer clients to third‑party advisers; its investment universe includes mutual funds, fixed income, REITs annuities and a range of private and alternative vehicles.
INFINITY documents clients’ goals, tax considerations and risk tolerance in IPSs and describes its fiduciary duty to seek fair and equitable allocation of investment opportunities. Its stated methods of analysis include charting, cyclical, fundamental, quantitative and technical approaches, and it uses strategies from long‑term investing to short‑term trading, including options, margin and short sales.
What distinguishes INFINITY from many peers is its operational ties to an accounting firm — the principal owner is Infinity Accounting and Tax Services, Inc. — and that multiple supervised persons also perform tax‑preparation and hold insurance licenses; the brochure discloses these affiliations, the related potential conflicts (including insurance commissions and fee‑sharing with third‑party managers), and the firm’s policies for disclosure and oversight. The brochure also notes access to Schwab‑sponsored educational events and the firm’s practice of recommending wrap program platforms and third‑party managers, reflecting a combined tax, insurance and investment advisory model.
Client services
Expertise
Fee options
$250 to $5,000 fixed fee for financial planning services
1.50% annually for portfolio management services
$150 to $500 per hour for financial planning services
Main office
See office200 Clinton Ave West, Suite 701
Huntsville AL 35801
Advisors at this office
3
Offices (2)
Most active in
Alabama · Florida · Georgia · Tennessee · Texas
Also doing business as
Infinity Investment Advisors LLC · Infinity Tax & Financial Planning
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Parker C
Series 66
Huntsville, AL
Infinity Tax & Financial Planning
Parker Carroll is a financial advisor at Infinity Tax & Financial Planning with five years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors and Takeda Pharmaceuticals, USA. Outside of advising, he is involved in tax preparation through Infinity Accounting and Tax Services. Infinity Investment Advisors LLC provides portfolio management and financial planning to individual and high-net-worth clients. The firm integrates investment advisory services with tax preparation and insurance, offering a range of strategies from long-term investing to short-term trading.
Andrew Z
Series 63, Series 65
Huntsville, AL
Infinity Tax & Financial Planning
Andrew Zorovich is a financial advisor at Infinity Tax & Financial Planning with 30 years of industry experience. He holds Series 63 and Series 65 registrations and has worked at firms including American Portfolios Financial Services, Inc. and ProEquities, Inc. In addition to advisory work, he is a licensed insurance agent and a tax preparer with Infinity Accounting and Tax Services, Inc. Infinity Investment Advisors LLC provides portfolio management and financial planning services to individual and high-net-worth clients. The firm employs a variety of investment strategies documented in written Investment Policy Statements and integrates tax, insurance, and investment advisory services through its operational ties to an accounting firm.
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 credential with two years of industry experience. His prior work includes positions at OSAIC and American Portfolios Financial Services Inc. He is also involved in fixed annuity and insurance sales through Infinity Largo LLC and provides tax preparation services. Infinity Investment Advisors LLC offers portfolio management and financial planning to individual and high-net-worth clients, combining investment advisory services with tax and insurance expertise through its affiliation with an accounting firm.
Jeffrey M
Series 66
Seminole, FL
Infinity Tax & Financial Planning
Jeffrey Mcavaddy is a financial advisor at Infinity Tax & Financial Planning with 23 years of industry experience. He holds a Series 66 designation and has previously worked at American Portfolios Advisors, ProEquities, and QA3 Financial. In addition to his advisory role, he prepares taxes through a separate tax preparation business. Infinity Investment Advisors LLC offers portfolio management and financial planning services to individual and high-net-worth clients. The firm integrates investment advisory with tax and insurance services, utilizing various analytical methods and a broad investment universe that includes mutual funds, fixed income, REITs, annuities, and alternative vehicles.
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