Affordable Life Plans, LLC

Affordable Life Plans, LLC (CRD# 164009) is a financial advisory firm headquartered in Carrollton, TX. They manage $676,518 in 24 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    24
    ACCOUNTS
  • Average Account Value
    $28,188
Compensation Options
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, IL, LA, NY, TX

Financial Advisors at Affordable Life Plans, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Joe A. Moffitt
CRD#: 6640483
3410 Midcourt Rd, Suite 105, Carrollton, TX 75006
90
Wealthminder
score

Joe Moffitt (CRD# 6640483) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Carrollton, TX and has 1 year of experience in the finance industry.

2
Wahid Nawshad
CRD#: 6385100
Plano, TX
90
Wealthminder
score

Wahid Nawshad (CRD# 6385100) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Plano, TX and has 1 year of experience in the finance industry.

3
Shelley G. Shulz
CRD#: 6640467
Austin, TX
90
Wealthminder
score

Shelley Shulz (CRD# 6640467) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Austin, TX and has 1 year of experience in the finance industry.

4
Timothy D. Amerson
CRD#: 6387964
3410 Midcourt Rd, Suite 105, Carrollton, TX 75006
88
Wealthminder
score

Timothy Amerson (CRD# 6387964) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Carrollton, TX and has 1 year of experience in the finance industry.

5
Steven A. Bellm
CRD#: 6383211
3410 Midcourt Rd, Suite 105, Carrollton, TX 75006
87
Wealthminder
score

Steven Bellm (CRD# 6383211) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Carrollton, TX and has 1 year of experience in the finance industry.

6
Jeffery R. Higgins
CRD#: 1019393
Aubrey, TX
87
Wealthminder
score

Jeffery Higgins (CRD# 1019393) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Aubrey, TX and has 1 year of experience in the finance industry.

7
James B. Talbert
CRD#: 6381816
3410 Midcourt Rd, Suite 105, Carrollton, TX 75006
87
Wealthminder
score

James Talbert (CRD# 6381816) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Carrollton, TX and has 1 year of experience in the finance industry.

8
Gloria D. Mongeau
CRD#: 6378338
Lovelady, TX
67
Wealthminder
score

Gloria Mongeau (CRD# 6378338) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Lovelady, TX and has 1 year of experience in the finance industry.

9
William R. Talbert
CRD#: 6600057
Wylie, TX
55
Wealthminder
score

William Talbert (CRD# 6600057) is an Investment Advisor Representative working at Affordable Life Plans, LLC in Wylie, TX and has 1 year of experience in the finance industry.

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