Free Time Financial LLC

RIASEC Registered
Total AUM
$9.9M
Discretionary
$9.9M
100% of AUM
Avg account
$283K
Accounts
35
Employees
1
Advisory reps
1

Firm details

Headquarters
,
CRD number
335359
Custodians
CHARLES SCHWAB & CO., INC.
Fee structure
Hourly Charges, Fixed Fees
Client types
  • HNWI68.04%
  • Individuals31.96%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Free Time Financial LLC is a small, independent registered investment adviser focused on serving individual and family clients, plus portfolio management for small businesses. The firm operates on a fee-for-service model, charging hourly and fixed fees rather than percentage-based ongoing investment fees. Its advisory work centers on financial planning and discretionary portfolio management, with most client assets placed in public funds and mutual funds. The firm does not identify as an active ESG investor, is not structured as a multi-state adviser, and does not act as a capital allocator to third-party alternative managers.

Assets & Accounts

Investments & Alternatives

Location & Offices

Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 88%, Exchange Traded Equities 4%, US Government Bonds 4%, Cash & Cash Equivalents 3%, Investment Grade Corp Bonds 1%88%
  • Public Funds/Mutual Funds88%
  • Exchange Traded Equities4%
  • US Government Bonds4%
  • Cash & Cash Equivalents3%
  • Investment Grade Corp Bonds1%

Contacts

1 of 1
  • Paul Coleman

    Paul Coleman

    Founder and CCOCRD 6225972

Wealth teams

FINTRX

Newly hired reps

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Recent M&A activity

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Recent filings

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Awards

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Location

Primary office

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Location

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Headquartered in , null.

Office locations

Similar firms

Source: FINTRX private wealth data intelligence

Intelligence for Private Wealth