A complete list of active advisors currently associated with Advising for Life, LLC
Warmer can help you find a great advisor at Advising for Life, LLC or one who fits your needs even better.
Advising For Life, LLC provides wealth management and financial planning to individuals, high net worth individuals, trusts and estates, offering discretionary portfolio management, retirement-account advice, and standalone or ongoing financial planning engagements. The firm also offers estate planning document generation as an optional add-on and may refer clients to outside specialists when legal or tax implementation is needed. The firm’s investment process is grounded in Modern Portfolio Theory supplemented by fundamental and technical analysis and values-based screening; portfolios are typically long‑term and constructed around low‑cost, diversified ETFs but may include individual stocks, bonds, mutual funds, REITs and alternative investments as appropriate. AFL conducts ongoing due diligence, monitors accounts regularly, and may use rebalancing, tax‑loss harvesting, or short‑term trades to address cash needs, risk exposures, or opportunity-driven adjustments. Compared with many single‑advisor independent firms, the brochure discloses a number of atypical affiliations and activities: the owner operates Bookkeeping For Life LLC (a bookkeeping subscription service) and has passive real estate interests and property‑management activities, and the firm discloses an insurance agency affiliation that can result in commissionable sales. The brochure also notes the firm’s use of endorsements and testimonials in advertising and the availability of digital estate‑document tools—features that are less common among peers and are disclosed as potential sources of conflicts or additional client relationships.
To learn more about the advisors currently working at Advising for Life, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Irving, TX
| 7
|
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