Paul Coleman
Paul Coleman is a CFP-designated registered investment advisor at Free Time Financial LLC, based in Orchard Park, NY, with 4 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 6 clients with $9.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | Included |
Free Time Financial charges an all-inclusive flat fee ranging from $2,500 to $20,000 annually for comprehensive wealth management, which covers both investment management and ongoing financial planning. Fees are paid quarterly in arrears and are negotiable.
Fee Estimator
Location
Orchard Park, NY
Get directionsHistory
Regulatory History (1)
Criminal
May 2007Other Business Activities
Paul is a board member of the Financial Planning Association of Western New York (FPA), a non-profit membership association, since September 2016. He dedicates minimal time to this role.
Employment History
Current Registrations
Free Time Financial LLC
Previous Registrations
Level Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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