ABOUT TIME FINANCIAL PLANNING

ABOUT TIME FINANCIAL PLANNING is an SEC-registered investment adviser (CRD 327989). Regulatory assets under management: $20.4M.

Registration

• CRD: 327989
• Type: Registered investment adviser
• Phone: 585-532-7479
• Latest filing: 2026-03-19
• Regulatory AUM: $20.4M
• Discretionary AUM: $20.4M
• Clients: 1
• Accounts: 178

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
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• This page as markdown (for LLM agents)
• CRD 327989 on SEC IAPD (source of record)
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