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 over 2 years 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.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.