# Affordable Life Plans, LLC

> Affordable Life Plans, LLC is a state-registered investment advisory firm in Frisco, TX, registered since 2016, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 164009
- Filed as: AFFORDABLE LIFE PLANS, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Frisco, TX
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/164009
- AdvisorCensus page: https://advisorcensus.com/firm/affordable-life-plans-llc-frisco-tx-164009

## Quick answers

**How is Affordable Life Plans, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Affordable Life Plans, LLC reports these compensation arrangements: fixed fees (other than subscription fees).

**Where is Affordable Life Plans, LLC located?**
Affordable Life Plans, LLC's principal office is in Frisco, TX, according to its Form ADV.

**Is Affordable Life Plans, LLC registered with the SEC or a state?**
Affordable Life Plans, LLC is a state-registered investment advisory firm, registered since 2016. Status as filed: APPROVED. CRD 164009.

**How much does Affordable Life Plans, LLC manage?**
Affordable Life Plans, LLC reports $3,238 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (0% discretionary).

**Does Affordable Life Plans, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/164009

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $3,238
- Discretionary: $0
- Non-discretionary: $3,238

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | Fewer than 5 | $3,238 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2016 (10 years)
- Employees: 5 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, TX
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Affordable Life Plans, LLC (CRD 164009): Form ADV filing data as of October 2026.
