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 |
|---|---|---|
Orchard Park, NY
| 4
|
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")