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INFINITY TAX & FINANCIAL PLANNING

HUNTSVILLE, AL · CRD 332590 · IAPD ↗ · 256-527-4214

$100.0MRegulatory AUM
4Advisory reps
6Employees
7Clients
1-10Planning clients
0Private funds
5States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

42
August 2026 — INFINITY TAX & FINANCIAL PLANNING notice-filed in TN.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
95
July 2026 — INFINITY TAX & FINANCIAL PLANNING (HUNTSVILLE, AL) is newly SEC-registered with $100.0M RAUM and 5 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.