# PAY IT Forward Financial Planning, LLC

> PAY IT Forward Financial Planning, LLC is a state-registered investment advisory firm, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 3, 2026.

- CRD: 335642
- Filed as: PAY IT FORWARD FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Registered in Ohio
- Filing period: October 2026
- Form ADV filing dated: March 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/335642
- AdvisorCensus page: https://advisorcensus.com/firm/pay-it-forward-financial-planning-llc-335642

## Quick answers

**How is PAY IT Forward Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), PAY IT Forward Financial Planning, LLC reports these compensation arrangements: fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is PAY IT Forward Financial Planning, LLC registered with the SEC or a state?**
PAY IT Forward Financial Planning, LLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 335642.

**How much does PAY IT Forward Financial Planning, LLC manage?**
PAY IT Forward Financial Planning, LLC reports $15,794,938 in regulatory assets under management in its Form ADV filing dated March 3, 2026 (29% discretionary).

**What types of clients does PAY IT Forward Financial Planning, LLC serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (5); individuals (other than high net worth individuals) (1).

**Does PAY IT Forward Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/335642

## From the Form ADV filing

### Compensation (Item 5.E)
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $15,794,938
- Discretionary: $4,569,082
- Non-discretionary: $11,225,856

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 1 | $703,955 |
| High net worth individuals | 5 | $15,090,983 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- open.spotify.com/show/6fFuTTJSkNeWzEUvcHmxfI
- payitforwardfp.com
- Facebook @p
- Instagram @payitforwardfp
- LinkedIn @107115869
- LinkedIn @matthew-hofacre
- YouTube @PayItForwardFP

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. PAY IT Forward Financial Planning, LLC (CRD 335642): Form ADV filing data as of October 2026.