# AFFORDABLE LIFE PLANS, LLC

AFFORDABLE LIFE PLANS, LLC of FRISCO, TX is an SEC-registered investment adviser.

## Registration

- CRD: 164009
- Type: SEC-registered investment adviser
- SEC file number: 801-78039
- Location: 6136 FRISCO SQUARE BLVD, FRISCO, TX, 75034
- Phone: 972-428-0878
- Latest filing: 2026-03-31
- Regulatory AUM: $3K
- Non-discretionary AUM: $3K
- Clients: 5
- Accounts: 2

## Business model

- Compensation: Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| KNAPP MATTHEW PAUL | MANAGING MEMBER; PRESIDENT | — |
| TALBERT KENNETH LEROY | CEO; SILENT OWNER | — |
| WINEBRENNER MATTHEW LAWRENCE | MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER; SILENT OWNER | — |
| BOYD ROBERT W | MEMBER | — |
| LEADERER JAMES PATRICK | CHIEF COMPLIANCE OFFICER | — |
| TALBERT JAMES BRAXTON | CHIEF COMPLIANCE OFFICER; DIRECTOR OF BUSINESS DEVELOPMENT; OWNER (+1 more) | — |
| AMERSON TIMOTHY DENNIS | CHIEF COMPLIANCE OFFICER | — |
| TALBERT JAMES | DIRECTOR OF BUSINESS DEVELOPMENT; SILENT OWNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/164009/brochure
- Similar advisers: https://search.stillhousedata.com/firm/164009/similar
- Related entities: https://search.stillhousedata.com/firm/164009/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/164009

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.