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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Free Time Financial LLC (FTF) offers comprehensive wealth management services, which include both investment management and ongoing financial planning, for an all-inclusive flat annual fee ranging from $2,500 to $20,000. This fee is paid quarterly, based on the average daily balance of your account. The final fee is negotiable and will be outlined in your advisory contract.
Location
Orchard Park, NY
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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.