CRD: 335642
PAY IT Forward Financial Planning, LLC
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 05-14-2025
- Office Locations
- 1
Office Locations
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.
Reported data analysis
What the numbers show
Of the latest reported AUM, 28.9% is discretionary and 71.1% is non-discretionary.
The firm reports 1 advisory representatives and 6 clients, or 6 clients per representative. That equates to $2.6M in reported AUM per client.
The profile lists 1 reported office location and 1 years in operation. The source data was last updated on March 3, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full PAY IT Forward Financial Planning, LLC record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
Matthew Frederic Hofacre
Chief Compliance Officer, Chief Executive Officer, FOUNDER
- CRD
- #6828752
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,569,082 | -- |
| Non-Discretionary | $11,225,856 | -- |
| Total | $15,794,938 | -- |
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Separately Managed Accounts
SMA allocation detail is available
PAY IT Forward Financial Planning, LLC has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.