Free Time Financial LLC

RIAState Registered
Total AUM
$9.9M
Discretionary
$9.9M
100% of AUM
Avg account
$283K
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
Orchard Park, New York
CRD number
335359
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

FINTRX

Overview

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

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Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

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CRM & tech providers

TAMPs used

Clients

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Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 4%, US Government Bonds 4%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 1%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities4%
  • US Government Bonds4%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds1%

Owners & executives

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Contacts

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Wealth teams

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Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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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Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth