Infinity Tax & Financial Planning fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 30, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$500/hr

“The negotiated fixed rate for creating client financial plans is between $250 and $5,000. 4 Hourly Fees The negotiated hourly fee for these services is between $150 and $500.”

Flat or project fee

$250⁠-⁠$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Infinity Tax & Financial Planning bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of INFINITY's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of INFINITY’s fees, within five business days of signing the Financial Planning Agreement.”

How Infinity Tax & Financial Planning’s fees compare

• Its hourly rate of $150-$500 spans the Alabama median of $250. 88% of the 41 other Alabama planners that publish an hourly rate charge less.
• 6 of the 8 other planners in Huntsville that publish an hourly rate charge less.
• Its flat or project fee of $250-$5,000 is below the Alabama median of $5,075. 26% of the 35 other Alabama planners that publish a flat or project fee charge less.
• 3 of the 5 other planners in Huntsville that publish a flat or project fee charge less.

About Infinity Tax & Financial Planning

• Firm size: 6 employees.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

331

Employees

6

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and educational seminars and workshops

Assets managed

$100,020,965

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

332590

Website

linkedin.com/company/infinity-tax-&-financial-planning (opens in new tab)

Phone

(256) 527-4214

Can advise clients in 5 states: Alabama, Florida, Georgia, Tennessee, Texas

Other planners in Huntsville that publish fees

• Brighthaven Financial AdvisorsHuntsville$250/hr, $500⁠-⁠$800
• Capital Stewards, LLCHuntsville$1,500
• Cloud Investments, LLCHuntsville$200⁠-⁠$2,000
• Cochranmickels Retirement Specialists, LLCHuntsville$300/hr, $2,500⁠-⁠$5,000
• Lifefirst Wealth, LLCHuntsville$250/hr, $7,500/yr
• Planalto FinancialHuntsville$150/hr, $2,400⁠-⁠$5,000

Compare all 15 planners in Huntsville