PAY It Forward Financial Planning, LLC
Firm details
- Headquarters
- ,
- CRD number
- 335642
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Fixed Fees
- Client types
- HNWI95.54%
- Individuals4.46%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
PAY It Forward Financial Planning, LLC is an independent, limited liability RIA that focuses on financial planning and portfolio management for individuals, families and small-business owners. The firm is owner-operated and bills clients on a fixed-fee basis rather than through asset-based or performance fees. According to its filing, it does not self-identify as an ESG investor and does not operate as a multi-state or pension consultant adviser; its core client base is individual and family households.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds75%
- US Government Bonds15%
- Cash & Cash Equivalents7%
- Exchange Traded Equities3%
Owners & executives
1 of 1
Matthew Hofacre
FOUNDER, CEO, CCOCRD 6828752
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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