About Time Financial Planning provides financial planning and investment management services. As a fee-only firm, About Time is only compensated by clients for their services. Financial planning services include comprehensive planning with optional investment management, financial snapshots, and focused question consultations. About Time tailors its services to meet individual client needs and goals.
Assets Under Management$9.1M
Clients13
Advisors1
Avg. per Client$700K
Avg. per Advisor$9.1M
Fee Structure
Planning is included in investment management (also available separately)
Investment management is offered as an optional service alongside comprehensive financial planning. Fees for investment management will not exceed 3% per year of the value of your portfolio. This fee is in addition to the fixed quarterly fee for the financial planning portion of the service.
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