AdvisorOS Directory
Claim Profile
MW

Matthew Lawrence Winebrenner

AFFORDABLE LIFE PLANS, LLC·CARROLLTON, Texas
Unclaimed Profile
3000 KELLWAY, CARROLLTON, TX 75006CRD# 2967590Firm CRD# 164009
01

About

Matthew Lawrence Winebrenner is a registered financial advisor based in CARROLLTON, Texas, affiliated with AFFORDABLE LIFE PLANS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
AFFORDABLE LIFE PLANS, LLC
AFFORDABLE LIFE PLANS, LLC
AUM
$799K
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at AFFORDABLE LIFE PLANS, LLC →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Subscription fees
Regulatory
SEC/IARD CRD# 2967590
Firm CRD# 164009
2 disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in CARROLLTON?

Browse all registered financial advisors in CARROLLTON, Texas or claim this profile if it's yours.

Browse CARROLLTON AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Matthew Lawrence Winebrenner offer?
Matthew Lawrence Winebrenner specializes in Financial Planning, Investment Management. Contact their office in CARROLLTON, Texas for a consultation.
What are Matthew Lawrence Winebrenner's credentials?
Matthew Lawrence Winebrenner is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Matthew Lawrence Winebrenner located?
Matthew Lawrence Winebrenner is based in CARROLLTON, Texas, working with AFFORDABLE LIFE PLANS, LLC. Their office serves clients in the CARROLLTON metropolitan area and surrounding communities.
How does Matthew Lawrence Winebrenner charge for services?
Matthew Lawrence Winebrenner's firm is compensated through subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is AFFORDABLE LIFE PLANS, LLC?
AFFORDABLE LIFE PLANS, LLC has approximately 16 employees and manages $799K in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in CARROLLTON
Robert W. Boyd — AFFORDABLE LIFE PLANS, LLCKenneth Leroy Talbert — AFFORDABLE LIFE PLANS, LLCJames Patrick Leaderer — AFFORDABLE LIFE PLANS, LLCJames Braxton Talbert — AFFORDABLE LIFE PLANS, LLCShaun Paul Knapp — AFFORDABLE LIFE PLANS, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile