Free Time Financial LLC
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
FINTRXOverview
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
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds88%
- Exchange Traded Equities4%
- US Government Bonds4%
- Cash & Cash Equivalents3%
- Investment Grade Corp Bonds1%
Contacts
1 of 1
Paul Coleman
Founder and CCOCRD 6225972
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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