AFFORDABLE LIFE PLANS, LLC

Overview

Affordable Life Plans, LLC is a very small, owner-run investment advisory firm that focuses on financial planning and portfolio management for individuals and small businesses. The firm operates on a fixed-fee model and reports an advisory approach that is primarily non-discretionary, indicating its role is largely advisory and planning-oriented rather than running large, discretionary portfolios. Affordable Life Plans, LLC does not identify as an ESG investor, is not a pension consultant, and is not registered as a multi-state adviser. Investment activity is minimal in scale: the firm has reported holdings concentrated in private fund exposure and uses mutual funds as part of its recommended vehicle set. Given the size and structure, the firm appears to act more as a planner and coordinator of investments for a very small client base rather than as a capital allocator running broad, firm-level asset strategies.

Assets & Accounts

Investments & Alternatives

Location & Offices