INFINITY TAX & FINANCIAL PLANNING

Legal name: INFINITY INVESTMENT ADVISORS LLC

CRD 332590File 801-136537

APPROVED

Retail clients

Filing as of Jul 29, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$100.0M

Bottom 25% of cohort (national)

Discretionary AUM

$85.6M

Non-discretionary $14.4M

Clients

332

658 accounts

Employees

Bottom 25% of cohort in AL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: ARO
Registration date: Jun 18, 2026
Principal office: 200 CLINTON AVE WEST, SUITE 701, HUNTSVILLE, AL, 35801
Phone: 256-527-4214
Website: https://www.facebook.com/huntsvillefinancialplanning

Assets & accounts

ADV Item 5F

Total regulatory AUM: $100.0M
Discretionary AUM: $85.6M
Non-discretionary AUM: $14.4M
Discretionary accounts: 483
Non-discretionary accounts: 175
Total accounts: 658
AUM per client: $301K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	32	$50.9M
Pension and profit sharing plans	Fewer than 5	$75K
Individuals (other than high net worth individuals)	299	$49.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
A percentage of assets under your management

Advisory activities

Other
Financial planning services
Selection of other advisers
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.