Affordable Life Plans, LLC (Carrollton)

Name: Affordable Life Plans, LLC
Address: 3410 Midcourt Rd, Carrollton, TX, 75006
Telephone: 903-482-3179

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.

Affordable Life Plans: assets under management

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.

Fees & Commissions

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.

Careers at Affordable Life Plans, LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Robert W. Boyd	Member	1 Apr 2012	Other	6059117
Kenneth Leroy Talbert	Silent owner	1 Apr 2012	75% - 100%	728588
Llc Broadsword Advantage	Owner	1 Aug 2012	50% - 75%	46-0760613
Matthew Lawrence Winebrenner	Managing member/chief compliance officer	1 Sep 2012	Other	2967590
James Patrick Leaderer	Chief compliance officer	1 Jun 2013	Other	2966358
James Braxton Talbert	Silent owner	1 Aug 2013	Other	6381816
James Talbert	Silent owner	1 Aug 2013	Other	6381816
Llc Affordable Holdings	Owner	1 Sep 2014	75% - 100%	47-1695672
Timothy Dennis Amerson	Chief compliance officer	1 May 2015	Other	6387964
Shaun Paul Knapp	President	1 Jun 2015	Other	6399020
James Braxton Talbert	Owner	1 Jun 2015	75% - 100%	6381816
James Braxton Talbert	Chief compliance officer	1 Jun 2016	75% - 100%	6381816

Indirect Owners

The SEC currently registers 4 indirect owners.

Name	Entity	Date acquired	Ownership	Employer ID
Kenneth Leroy Talbert	Ceo	1 Aug 2012	75% - 100%	728588
James Talbert	Director of business development	1 May 2014	Other	6381816
James Braxton Talbert	Director of business development	1 Sep 2014	75% - 100%	6381816
Shaun Paul Knapp	President	1 Sep 2014	25% - 50%	6399020

Based in Carrollton

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/.