Advisor at Delaware Avenue Advisors Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Based on Delaware Avenue Advisors Inc.
Fixed fees between $500 and $2,500 for financial planning; ERISA services as flat annual retainer or hourly basis
$100,000 - $249,999: 1.25% $250,000 - $749,999: 1.15% $750,000 - $1,249,999: 1.07% $1,250,000 - $2,499,999: 1.00% $2,500,000 - $5,000,000: 0.85% Above $5,000,000+: Negotiable
$90-$150 per hour for financial planning; $120-$175 per hour for fiduciary services
Account minimum: $250,000 (may be waived) Fee-only: Fixed fees between $500 and $2,500 for financial planning; hourly fees from $90 to $175 depending on service complexity; ERISA fiduciary services may exceed $2,500 annually
1207 Delaware Avenue, #Suite 202
Buffalo, NY 14209
New York
AML RightSource
2022 - Present (4 years)
unemployed
2022 - 2022 (1 year)
Bigger and Better Bakery
2020 - 2022 (2 years)
Best Buy
2017 - 2022 (5 years)
Watson Bowman Acme
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Free Time Financial LLC
I'm a retirement focused advisor with over 10 years of experience. I specialize in tax-efficient retirement planning and investment management for those that are retired or within a few years of retiring, all for a flat annual fee. I launched Free Time Financial in March 2025 after spending 10 years working for a Registered Investment Advisor firm who provided tax-efficient retirement planning, but charged for the service based on how large your investment accounts were. That model never made sense to me, and I finally left to build a firm on my own terms, where I could take wonderful care of a smaller number of families and charge them based on the complexity of the service and not on how wealthy they are.
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