CRD: 335642
PAY IT Forward Financial Planning, LLC
$15.8M Total AUM
$4.6M Disc. AUM
-- 3Y CAGR
1 Employees
6 ADV. Clients
1 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Delta
- Established Date
- 05-14-2025
- Office Locations
- 1
Office Locations
-- Worthington OH
About PAY IT Forward Financial Planning, LLC
PAY IT Forward Financial Planning, LLC is a Worthington-based RIA. The firm has been operating for 1 years. Managing $15.8M in total assets under management, with 1 advisory representatives. They custody assets with Altruist and Charles Schwab & Company. Services offered include Business Succession, Charitable Giving, College Planning.
Team overview
-- AVG AGE
$15.8M AVG AUM / ADVISOR
$2.6M AVG AUM / CLIENT
1.1 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
1yrs Firm Age
Insights
Unlock to compare peer behavior around capital oak.
Open the full profile to inspect shifts in frontier summit.
Unlock to see real insight on pathway alpha quantum.
Request access to benchmark trends tied to eagle.
Premium access reveals conviction themes in wave frontier wave.
Unlock to compare peer behavior around vital vector.
Upgrade to reveal position-level detail across catalyst matrix.
Premium access reveals conviction themes in ridge unison.
Asset Classes
Peak momentum
Client Personas
Alpha legacy Momentum
Custodian
Legacy quantum Vital vertex Meridian
Investment Themes
Delta vertex Zenith foundation
Investment Vehicles
Pioneer catalyst
Platform
Vector crest
Services
Unison Horizon Ridge vital Oak ember Oak Delta Glacier frontier Element
Technology
Harbor
Owner & Executives
M
Matthew Frederic Hofacre
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6828752
- Ownership
- 75% or more
(878) 878-9433
crest.delta@crestcapital.com
in linkedin.com/in/matrix-alpha
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,569,082 | -- |
| Non-Discretionary | $11,225,856 | -- |
| Total | $15,794,938 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $15,794,938
Public Funds:
37.2% U.S. Government/Agency:
15.8% Cash:
38.3% Equity - Exchange:
8.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $567,057,828 | 37.2% |
| U.S. Government/Agency | $240,847,142 | 15.8% |
| Cash | $583,825,667 | 38.3% |
| Equity - Exchange | $132,618,362 | 8.7% |
| Total | $1,524,348,999 | 100.0% |