Free Time Financial LLC fees
Financial planner in Orchard Park, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated October 20, 2026, Free Time Financial LLC (Orchard Park, NY) charges $300 an hour, a flat or project fee of $500-$6,000, and an annual fee of $2,500-$20,000 for financial planning.
- Website: freetimefinancial.com (opens in new tab)
- Call (716) 961-6780
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed October 20, 2026. Fees can change.
- Hourly rate
- $300/hr
Matches the New York median of $300; 45% of the 165 other planners in New York that publish an hourly rate charge less.
“Financial Planning Our hourly rate is $300.”
- Flat or project fee
- $500-
$6,000 Runs from below the New York median of $5,025 to above it.
“Fees for Project-Based Financial Planning range between $500 to $6,000.”
- Annual fee
- $2,500-
$20,000/yr Runs from below the New York median of $6,875 to above it.
“The annual fee ranges from $2,500 to $20,000 that is paid quarterly in arrears based on the balance of the Client’s account(s) on the last day of the billing period.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- No
- Minimum
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab)
- Team size
- Solo practice (one employee)
- Registered since
- 2025
How Free Time Financial LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are negotiable and some fees may vary by Client for similar services.”
- “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
About Free Time Financial LLC
“We offer Investment Management and Financial Planning Services.”
- Principal: Paul Coleman
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
- College planning
- Business owners
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and annual planning fees
- Clients
- 6
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $9.9 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of October 20, 2026
- CRD number
- 335359 (opens in new tab)
- Phone
- (716) 961-6780
More planners in New York that publish fees
- Accfox Capital LLCMonseyFlat $1,000-$10,000
- Map To Your Wealth LLCFloral ParkFlat $1,000-$2,600, Monthly $140/mo
- Modoo Strategy LLCGreat NeckHourly $350/hr, Flat $350-$30,000
- Daniel Goldstein, CFPCenterportHourly $225/hr
- MSM Financial StrategiesManhassetHourly $250/hr
- RGA Investment Advisors, LLCGreat NeckFlat up to $10,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.