Infinity Tax & Financial Planning
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
FINTRXOverview
Infinity Tax & Financial Planning is an independent RIA structured as an LLC that serves both individuals/families and institutional clients. The firm acts as a capital allocator, combining fee models that include a percentage of AUM, hourly billing, and fixed fees. Core advisory services listed on filings include comprehensive financial planning, portfolio management for individuals and small businesses, manager selection (selection of other advisers), and client education through seminars and workshops. The firm does not identify as an active ESG investor and reports industry relationships with accounting and insurance firms that likely support tax, insurance placement, and compliance-related work.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- Exchange Traded Equities24%
- Non-Exchange Traded Equities1%
- US Government Bonds1%
- Cash & Cash Equivalents1%
Contacts
3 of 4
Andrew Zorovich
Founder & Managing DirectorCRD 2753501
Parker Carroll
Investment AdvisorCRD 7397272
Jeffrey Mcavaddy
Investment Advisor RepresentativeCRD 4580991
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Huntsville, AL
Madison
Location
Huntsville, AL
Headquartered in Huntsville, AL, anchoring the Huntsville-Decatur, AL metro in the South.
- Metro area
- Huntsville-Decatur, AL
- Region
- South
- County
- Madison
- Address
- 200 Clinton Ave W
- Time zone
- CT (UTC-6)
- Office locations
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