Affordable Life Plans, LLC is an adviser based in Carrollton. It manages $799.28 thousand of regulatory assets for 33 client accounts. It has been registered with the SEC as an adviser since 2013 and has operated in the jurisdictions of Florida, Illinois, Louisiana, New York, and Texas.
Affordable Life Plans provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for more than 50 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Affordable Life Plans, LLC is $799.28 thousand. The firm's AUM has gone down by -20% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has a single stream of revenue. Clients pay Affordable Life Plans, LLC for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
Affordable Life Plans, LLC is owned by James Braxton Talbert. Shaun Paul Knapp has been acting as President since 1 Jun 2015. Timothy Dennis Amerson joined the executive team most recently as the Chief Compliance Officer.
The principal office where Affordable Life Plans, LLC performs its advisory services is located at 3410 Midcourt Rd, Carrollton, TX 75006, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 903-482-3179 or by fax 800-346-7915. The normal business hours are 8:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at affordablelifeplans.com/.