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About Time Financial Planning
About Time Financial Planning is an SEC-registered investment adviser. The firm manages $20 million in regulatory assets. It has one employee and one...
About Time Financial Planning
About Time Financial Planning is an SEC-registered investment adviser. The firm manages $20 million in regulatory assets. It has one employee and one investment adviser.
General information
Firm type
Asset Manager
Frequently asked questions
What services does About Time Financial Planning offer?
Based on its name and the financial-planning industry structure, the firm likely provides retirement income planning, investment management, estate planning, and tax-aware financial strategies for individual clients. No specific service menu has been published through official channels.
Is About Time Financial Planning structured as an RIA or a broker-dealer?
The firm's regulatory status cannot be determined from available public record. It may operate as a state-registered or SEC-registered investment adviser, a hybrid, or a solo practitioner practice, but no Form ADV or broker-check records have been linked in the materials reviewed.
Who runs investment decisions at the firm?
No named principals, portfolio managers, or investment committee members have been identified through public record. Without a verified LinkedIn profile, firm website, or regulatory filing, the decision-making structure remains unknown.
Does the firm manage institutional capital?
There is no indication that About Time Financial Planning manages institutional capital, operates commingled funds, or participates in direct co-investments or GP commitments. Its name suggests a retail financial-planning practice rather than an institutional asset-management platform.
What asset classes does the firm typically allocate to?
No published investment policy or client-portfolio breakdown is available. A retail financial-planning practice of this type typically constructs portfolios across equities, fixed income, mutual funds, and ETFs, but this is an inference rather than a documented fact.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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