Firm
Free Time Financial LLC
Orchard Park, New York
Fee-only
Free Time Financial LLC at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 2 advisors are listed here; all hold the CFP.
- Its Form ADV reports 1 employee and 6 individual clients.
- Its average account is about $283,000 (assets it manages divided by its 35 accounts).
- Its ongoing planning fee starts at $9,000 a year, above the New York median of $3,600.
- Its website says it's taking new clients.
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Orchard Park, New York |
|---|---|
| Website | freetimefinancial.com |
Free Time Financial LLC 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.
| Ongoing planning | From $9,000 a year |
|---|---|
| Account minimum | None |
| How it charges | Flat fee · Ongoing planning fee |
In the firm's words
"Our fee is $9,000 / year * and is based on the planning, management, and ongoing guidance we provide" source
"Though we don’t have any asset minimums, we find that our service best fits people who have at least $1 million of investable assets" source
"our service best fits people who have at least $1 million of investable assets" source
"Our fee is $9,000 / year *" 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 6 |
| Accounts managed | 35 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | October 20, 2026 |
| SEC record | CRD 335359 |