# Infinity Tax & Financial Planning

> Infinity Tax & Financial Planning is an SEC-registered investment advisory firm in Huntsville, AL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated July 29, 2026.

- CRD: 332590
- Filed as: INFINITY TAX & FINANCIAL PLANNING
- Legal name: Infinity Investment Advisors LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Huntsville, AL
- Filing period: October 2026
- Form ADV filing dated: July 29, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/332590
- AdvisorCensus page: https://advisorcensus.com/firm/infinity-tax-and-financial-planning-huntsville-al-332590

## Quick answers

**How is Infinity Tax & Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Infinity Tax & Financial Planning reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Infinity Tax & Financial Planning located?**
Infinity Tax & Financial Planning's principal office is in Huntsville, AL, according to its Form ADV; the August 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Infinity Tax & Financial Planning registered with the SEC or a state?**
Infinity Tax & Financial Planning is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 332590.

**How much does Infinity Tax & Financial Planning manage?**
Infinity Tax & Financial Planning reports $100,020,965 in regulatory assets under management in its Form ADV filing dated July 29, 2026 (86% discretionary).

**What types of clients does Infinity Tax & Financial Planning serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (299); high net worth individuals (32); pension and profit sharing plans (but not the plan participants or government pension plans) (1).

**Which custodians does Infinity Tax & Financial Planning use?**
Infinity Tax & Financial Planning's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC, Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does Infinity Tax & Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/332590

**Does Infinity Tax & Financial Planning state an account minimum?**
Its Form ADV Part 2A brochure dated June 30, 2026 says: "There is no account minimum for any of INFINITY’s services."

**What changed in Infinity Tax & Financial Planning's recent Form ADV filings?**
In the August 2026 filing data: Employees performing advisory functions went from 5 to 4. Registered or notice-filed in TN.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated June 30, 2026)

- Account minimum: None

> There is no account minimum for any of INFINITY’s services.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $100,020,965
- Discretionary: $85,618,638
- Non-discretionary: $14,402,327

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 299 | $49,051,254 |
| High net worth individuals | 32 | $50,894,906 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 1 | $74,805 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2026 (0 years)
- Employees: 6 total, 4 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, FL, GA, TN, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the August 2026 filing
- Seminole, FL

### Websites listed on Form ADV (Item 1.I)
- infinitytaxandfinancial.com
- Facebook @InfinityTaxSeminole
- Facebook @huntsvillefinancialplanning
- LinkedIn @infinity-tax-&-financial-planning

## Changes in the filing (last 12 months)

### August 2026
- Employees performing advisory functions went from 5 to 4.
- Registered or notice-filed in TN.

### July 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Infinity Tax & Financial Planning (CRD 332590): Form ADV filing data as of October 2026.