Paul Coleman Iii
Free Time Financial LLC · Orchard Park, New York
Paul Coleman Iii is a fee-only financial advisor at Free Time Financial LLC in Orchard Park, New York, who holds the CFP credential. Paul Coleman charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $9,000 a year and no asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | Free Time Financial LLC |
|---|---|
| Based in | Orchard Park, New York |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $9,000 a year · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $9.9M across 35 accounts |
| Credentials | CFP |
| Firm size | 1 employee |
| Website | freetimefinancial.com |
How Paul Coleman's firm compares
- Ongoing planning starts at $9,000 a year, above the New York median of $3,600 for fee-only firms that publish prices.
- Free Time Financial LLC's average account is about $283,000, from its Form ADV (assets managed divided by 35 accounts).
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Questions about Paul Coleman
Is Paul Coleman Iii a fee-only financial advisor?
Yes. Paul Coleman Iii is listed in the XY Planning Network directory (XYPN members are fee-only).
How does Paul Coleman charge for financial advice?
Paul Coleman charges a flat fee or retainer and an ongoing planning fee.
How much does Paul Coleman charge?
According to Free Time Financial LLC's website, checked October 28, 2026: ongoing planning from $9,000 a year; no asset minimum.
Where is Paul Coleman Iii based?
Paul Coleman Iii is based in Orchard Park, New York.
What does Paul Coleman specialize in?
Paul Coleman's specialties include retirement planning, tax planning and estate & legacy planning. Paul Coleman works with retirees and pre-retirees.
What credentials does Paul Coleman Iii hold?
Paul Coleman Iii holds the CFP credential.
How much does Free Time Financial LLC manage?
Free Time Financial LLC reports $9.9M across 35 accounts in assets under management.
How do I contact Paul Coleman Iii?
Through Paul Coleman's website, freetimefinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Free Time Financial LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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