Matthew Hofacre
Matthew Hofacre is a CFP-designated registered investment advisor at Pay It Forward Financial Planning, LLC, based in Worthington, OH, with 7 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 6 clients with $16M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pay It Forward Financial Planning's investment management fee is a fixed monthly fee based on the value of your portfolio. For example, if your portfolio is $2,000,000, you would pay $650 per month. The fees are negotiable.
Location
Worthington, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Pay It Forward Financial Planning, LLC
Previous Registrations
Gianola Financial Planning, LLC
Nylife Securities LLCBroker
AXA Advisors, LLCBroker
State Registrations1 state
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