$3.2K Total AUM
$0 Disc. AUM
-- 3Y CAGR
5 Employees
0 ADV. Clients
13 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-21-2012
- Office Locations
- 1
Office Locations
6136 Frisco Square Blvd Suite 400 Frisco TX
About Affordable Life Plans, LLC
Affordable Life Plans, LLC is a Texas-based financial planning firm serving individuals with retirement planning, debt reduction, and student loan strategies. The practice delivers comprehensive planning and retirement guidance, including investment planning and portfolio construction, with experience across mutual funds and fixed income. Uses eMoney and custodians Fidelity/NFS and TD Ameritrade.
Team overview
-- AVG AGE
$3.2K AVG AUM / ADVISOR
-- AVG AUM / CLIENT
9.9 yrs AVG TENURE
5 Employees
1 Advisory Reps
1 RIA Reps
13yrs Firm Age
Insights
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Asset Classes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Owner & Executives
J
JAMES BRAXTON TALBERT
Chief Compliance Officer
- CRD
- #6381816
- Ownership
- 75% or more
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $3,238 | $24,221 |
| Total | $3,238 | $24,221 |
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Separately Managed Accounts
Total SMA Asset: Available
Private Funds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Private Funds | Available | Available |
| Total | Available | Available |
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