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, Charitable Giving, Education Planning, Estate Planning, and 7 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
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.48% |
| $500K - $1.0M | 0.42% |
| $1.0M - $1.5M | 0.40% |
| $1.5M - $2.5M | 0.31% |
| $2.5M+ | 0.32% |
Fees are charged as fixed monthly amounts ranging from $200 to $800, which translate to annualized percentages varying depending on exact portfolio size within each tier. Fees are negotiable.
Fee Estimator
Location
Worthington, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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