AFFORDABLE LIFE PLANS, LLC

CARROLLTON, Texas·4 registered advisors·CRD# 164009
SEC# 801-78039903-482-3179
01

Firm Overview

AUM
$799K
Regulatory assets under management
Employees
16
Total firm employees
Advisors
4
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at AFFORDABLE LIFE PLANS, LLC

4 registered advisors
James Braxton Talbert
CARROLLTON, Texas
James Patrick Leaderer
CARROLLTON, Texas
Matthew Lawrence Winebrenner
CARROLLTON, Texas
Timothy Dennis Amerson
ADDISON, Texas
05

Office Locations

CARROLLTON, Texas
3 advisors
ADDISON, Texas
1 advisor

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Data sourced from SEC Form ADV filings. AFFORDABLE LIFE PLANS, LLC (CRD# 164009) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.