Firm
About Time Financial Planning
Rochester, New York
Fee-only
About Time Financial Planning at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 31 individual clients, 7 of them high net worth.
- Its average account is about $114,000 (assets it manages divided by its 178 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Rochester, New York |
|---|---|
| Website | abouttimefinancial.com |
| Phone | (585) 532-7479 |
About Time Financial Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $400 |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee · One-time plans or projects |
In the firm's words
"$400-3,200 Focused-Question Virtual Financial Planning Consultation" source
"There’s no minimum level of wealth required to work with me." source
"Transparent pricing with no commissions, no asset minimums." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Fixed fees |
|---|---|
| Assets managed | $20 million |
| Individual clients | 24 |
| High-net-worth clients | 7 |
| Accounts managed | 178 |
| Employees | 1 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | March 19, 2026 |
| SEC record | CRD 327989 |