Free Time Financial LLC
Firm details
- Headquarters
- Orchard Park, New York
- CRD number
- 335359
- Website
- www.freetimefinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI68.04%
- Individuals31.96%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Free Time Financial LLC is an independent, single-owner LLC focused on serving individual and family clients, as well as small-business owner households. The firm’s advisory services center on financial planning and discretionary portfolio management for individuals and small businesses. Its compensation model relies on hourly charges and fixed fees rather than percentage-based asset fees or commission arrangements. The firm is state-registered in New York and operates as a small, locally oriented RIA rather than a multi-state or institutional allocator. It does not identify as an active ESG investor and does not position itself as a capital allocator to private managers.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities4%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Orchard Park, NY
Erie
Location
Orchard Park, NY
Headquartered in Orchard Park, NY, anchoring the Buffalo-Cheektowaga-Olean, NY metro in the Northeast.
- Metro area
- Buffalo-Cheektowaga-Olean, NY
- Region
- Northeast
- County
- Erie
- Address
- 6524 E Quaker St
- Time zone
- ET (UTC-5)
- Office locations
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