Pay It Forward Financial Planning, LLC fees and pricing
Financial planner in Worthington, Ohio. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 3, 2026, Pay It Forward Financial Planning, LLC charges a monthly fee of $600 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 3, 2026. Fees can change, so confirm with the firm before you hire them.
- Monthly fee
- $600/mo
“Fees will not exceed $600 per month and are payable monthly in arrears .”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Pay It Forward Financial 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.”
- “Our investment management service fee is based on assets under management with PIFFP and is negotiable as determined by the Adviser.”
- “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
How Pay It Forward Financial Planning, LLC’s fees compare
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Pay It Forward Financial Planning, LLC
- Principal: Matthew Hofacre
- 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
- Fixed or flat fees
- Charges a % of assets
- No
- Clients
- 6
- Employees
- 1
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and other services
- Assets managed
- $15,794,938
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 335642
- Phone
- (380) 345-8740
Other planners in Worthington that publish fees
- Balance WealthWorthington$500-$10,000, $588-$7,200/yr
- Gianola Financial Planning, LLCWorthington$1,500, $3,500/yr
- 1TaxfinancialCincinnati$300/hr
- Aan Wealth Advisors LLCCanton$250/hr
- Access Wealth Group, LLCDublin$150-$400/hr
- Accountable Financial Planning LLCWesterville$200/hr, $2,500/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.