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 serves individual and high‑net‑worth clients, offering ongoing portfolio management and comprehensive financial planning that addresses retirement, tax, college and insurance needs. The firm also directs some clients to third‑party advisers, provides written investment policy statements, and participates in wrap‑fee programs through recommended managers.
The firm’s investment process is client‑driven, documenting goals, time horizon and risk tolerance in an Investment Policy Statement and monitoring portfolios against those benchmarks. It employs a range of analytical approaches — including charting, cyclical, fundamental, quantitative and technical analysis — and uses strategies from long‑term investing to short‑term trading and derivatives (options, margin, short sales), while stating a fiduciary duty to allocate opportunities fairly among clients.
Infinity has operational ties that set it apart from many peers: the principal owner is Infinity Accounting and Tax Services, several advisers perform tax‑preparer or operations roles for that affiliated accounting firm, and certain supervised persons are licensed insurance agents, arrangements the brochure identifies as potential conflicts and says are managed through disclosure and supervision. The firm also requires clients to custody assets at specified custodians (Schwab Institutional, AXOS Clearing, Fidelity), discloses receipt of custodian‑provided research and educational events, and may receive fee‑shares or commissions for third‑party recommendations.
Client services
Expertise
Fee options
$250 to $5,000 fixed fee for financial planning services
1.50% annually for portfolio management on all assets
$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 Series 66 licensed financial advisor with five years of industry experience, currently with Infinity Tax & Financial Planning. His prior experience includes roles at American Portfolios Advisors and Takeda Pharmaceuticals. In addition to his advisory work, he provides seasonal tax preparation services through Infinity Accounting and Tax Services. Infinity Investment Advisors LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, utilizing a client-driven investment process that incorporates diverse analytical approaches and strategies. The firm integrates tax and insurance services through affiliated entities and maintains fiduciary duties while managing potential conflicts via disclosure and supervision.
Andrew Z
Series 63, Series 65
Huntsville, AL
Infinity Tax & Financial Planning
Andrew Zorovich is a financial advisor with Infinity Tax & Financial Planning who holds Series 63 and Series 65 licenses and has 29 years of industry experience. His prior roles include positions at American Portfolios Financial Services, Inc., Investment Advisors, and ProEquities, Inc. In addition to advising, he is a licensed insurance agent and a tax preparer for Infinity Accounting and Tax Services, Inc. Infinity Investment Advisors LLC serves individual and high-net-worth clients, providing ongoing portfolio management and comprehensive financial planning that covers retirement, tax, college, and insurance needs. The firm employs a client-driven investment process utilizing multiple analytical approaches and maintains operational ties to an affiliated accounting firm.
Jachym B
Series 66
Huntsville, AL
Infinity Tax & Financial Planning
Jachym Bezouska is a financial advisor with Infinity Tax & Financial Planning in Huntsville, AL, holding a Series 66 designation and two years of industry experience. His prior work includes roles at OSAIC and American Portfolios Financial Services Inc. In addition to advising, he sells life, health, and annuity insurance policies and works as a tax preparer. Infinity Investment Advisors LLC serves individual and high-net-worth clients with portfolio management and comprehensive financial planning, employing a range of analytical approaches and maintaining fiduciary responsibilities. The firm integrates tax and insurance services through its affiliated companies.
Jeffrey M
Series 66
Seminole, FL
Infinity Tax & Financial Planning
Jeffrey Mcavaddy is a financial advisor with Infinity Tax & Financial Planning, holding a Series 66 designation and 22 years of industry experience. His prior roles include positions at American Portfolios Advisors and ProEquities, Inc. He also prepares taxes through Infinity Seminole, LLC. Infinity Investment Advisors LLC serves individual and high-net-worth clients by providing ongoing portfolio management and comprehensive financial planning that addresses retirement, tax, college, and insurance needs. The firm follows a client-driven investment process documented in an Investment Policy Statement and employs various analytical strategies across a spectrum from long-term investing to short-term trading.
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