About Time Financial Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$9,127,232
Total clients
13
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
13
Average account size
$702,095
Client services
Fee options
Project-based financial planning engagements: Financial Snapshot and One-Time Plan fixed fee ranges from $3,600 to $8,800; Focused Question Consultation fixed fee ranges from $400 to $2,400
Minimum fee: One-time upfront fixed fee ranging from $1,000 to $2,000; ongoing fixed fee ranging from $700 to $3,200 per quarter; for clients with net wealth above $5 million, ongoing quarterly fee is $5,000 Fee-only: Fixed fees only; no commissions or other sales-related compensation
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
About Time Financial Planning
Rochester NY, United States
Number of offices
1
Forms ADV
Quick links
Advisors at this firm
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