Infinity Tax & Financial Planning

Overview

Infinity Tax & Financial Planning is an SEC registered investment adviser based in Huntsville, AL, registered since 2024. It reports $1M in assets under management across 658 accounts, with 6 employees. It has 4 investment adviser representatives.

Reported AUM

$1M

Discretionary

86%

Accounts

658

Average account

$152K

Employees

6

Advisory reps

4

Registered since

2024

Jurisdictions

5

As reported in the firm's July 2026 filing.

Contact

1 phone number on file

Practice

Services

• Educational Seminars
• Financial Planning
• Individuals or Small Business
• Selection of Other Advisors

Client types

• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees, Hourly Charges and Percentage of Assets

Executive officers 1 of 1

• Andrew Lawrence Zorovich Managing Member, Chief Compliance Officer CRD 2753501

Advisory reps 3 of 4

• Jachym Bezouska Insurance Agent · Investment Adviser Rep CRD 7744572
• Parker L Carroll Insurance Agent · Investment Adviser Rep CRD 7397272
• Jeffrey James Mcavaddy Insurance Agent · Investment Adviser Rep CRD 4580991

1 more advisory rep, with emails, phones and branch locations

Location

Headquarters

200 Clinton Ave W Ste 701
Huntsville, AL 35801

County

Madison

Metro area

Huntsville, AL

Region

South

Registrations

• SEC registered
• Registered in 5 jurisdictions
• Website: infinitytaxandfinancial.com

Every state, with registration dates

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