Infinity Tax & Financial Planning

RIASEC & State Registered

Total AUM

$100M

Discretionary

$85.6M

86% of AUM

Avg account

$152K

Accounts

658

Employees

Advisory reps

Firm details

Headquarters: Huntsville, Alabama
CRD number: 332590
Registered since: June 18, 2026
Custodians: CHARLES SCHWAB & CO., INC., AXOS CLEARING LLC, FIDELITY DISTRIBUTORS COMPANY LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI50.88%
Individuals49.04%
Pension & Profit Sharing Plans0.07%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Infinity Tax & Financial Planning is an independent registered investment adviser organized as a limited liability company. The firm is SEC-registered as of 2026 and serves both individual/family and institutional clients. It offers a mix of fee models — percentage of AUM, hourly charges, and fixed fees — and provides financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars and workshops. The adviser positions itself as a capital allocator, but it does not identify as an active ESG investor. Ownership is listed as a combination of a domestic entity and an individual. The firm maintains relationships with professional partners in accounting and insurance, reflecting an advisory model that coordinates planning and product access across disciplines.