Lgbtq Wealth Planning LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250/hr

“One Time Engagement Hourly Flat Fee Individual $200 Couple $250 Hourly fees are billed based on an estimated scope of work established prior to the start of services.”

Annual fee

$20,000/yr

“In such cases, LGBTQWP may agree with the client on a negotiated annual flat fee, which will not exceed $20,000 per client household.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lgbtq Wealth Planning LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are negotiable and some fees may vary by Client for similar services.”
• “Fees may be negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”
• “Fees are negotiable, and the final agreed-upon fee will be outlined in your Advisory Contract.”

How Lgbtq Wealth Planning LLC’s fees compare

• Its hourly rate of $250 is below the Texas median of $275. 28% of the 468 other Texas planners that publish an hourly rate charge less.
• 12 of the 57 other planners in Austin that publish an hourly rate charge less.
• Its annual fee of $20,000 is above the Texas median of $6,000. 87% of the 106 other Texas planners that publish an annual fee charge less.
• 17 of the 22 other planners in Austin that publish an annual fee charge less.
• It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

About Lgbtq Wealth Planning LLC

• Principal: Jason Hoffman
• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2025.

Planning areas mentioned in the brochure

• Retirement planning
• Estate planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees

Charges a % of assets

No

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

338553

Website

instagram.com/lgbtqfinancialplanner (opens in new tab)

Phone

(806) 441-5699

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• Arka Financial Services L.L.C.Austin$2,000, $750/yr
• Austin AssetAustin$5,000/yr
• Austin Money Management CorporationAustin$500/hr, $5,000⁠-⁠$10,000

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