Jason Hoffman is a CFP-designated registered investment advisor at Lgbtq Wealth Planning LLC, based in Austin, TX, with 2 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Investment management is included with LGBTQ Wealth Planning's ongoing financial planning services, it is not available as a standalone service. The ongoing financial planning fees are:
Individual Pricing:
- Annual Flat Fee: $4,800 (minimum)
- Equity Compensation or Business Owner: $6,000
- $1,000,000 + Net Worth: $9,600
Couples Pricing:
- Annual Flat Fee: $6,000 (minimum)
- Equity Compensation or Business Owner: $7,200
- $1,000,000 + Net Worth: $12,000
Location
Austin, TX
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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
Lgbtq Wealth Planning LLC
Previous Registrations
Brooklyn Fi, LLC
State Registrations1 state
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