A complete list of active advisors currently associated with Free Time Financial LLC

Warmer can help you find a great advisor at Free Time Financial LLC or one who fits your needs even better.

The firm provides investment management and financial planning to individuals, with its client base concentrated among high‑net‑worth clients and a very small number of advisory relationships. Services include comprehensive wealth management that combines discretionary portfolio oversight with ongoing financial planning, plus project‑based and hourly planning engagements. Its investment approach emphasizes asset allocation informed by modern portfolio theory and the use of passive investment vehicles such as index mutual funds and ETFs to implement client strategies. Accounts are typically managed on a discretionary basis and tailored to clients’ goals and restrictions; the firm does not aggregate or block trades across multiple client accounts. Compared with many independent advisers, the firm does not charge percentage‑of‑assets fees and instead uses flat, all‑inclusive and project/hourly billing arrangements while remaining fee‑only and not accepting commissions. Its operational profile is notable for a very small, high‑asset client roster and reliance on custodial statements for performance and holdings reporting rather than separate firm‑issued performance reports.

To learn more about the advisors currently working at Free Time Financial LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Paul Coleman III	Orchard Park, NY	4

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