# Jason Hoffman

> Jason Hoffman is a fee-only financial advisor at LGBTQ Wealth Planning LLC in Austin, Texas, who holds the CFP and EA credentials. Jason charges a flat fee or retainer, an ongoing planning fee and hourly fees (ongoing planning from $4,800 a year and $200 an hour) and focuses on equity compensation, flat-fee planning and tax planning.

Page: https://find.wellspent.co/advisors/jason-hoffman/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** LGBTQ Wealth Planning LLC
- **Based in:** Austin, Texas
- **Fee model:** Flat fee or retainer; Ongoing planning fee; Hourly
- **Fees (firm's website):** ongoing planning from $4,800 a year; $200 an hour
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Credentials:** CFP, EA
- **Specialties:** Equity compensation, Flat-fee planning, Tax planning
- **Works with:** Tech employees, High earners
- **CRD:** 6647881 (https://adviserinfo.sec.gov/individual/summary/6647881)
- **SEC registration:** Investment adviser representative in TX
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://lgbtqwealthplanning.com

## Frequently asked questions

### Is Jason Hoffman a fee-only financial advisor?

Yes. Jason Hoffman is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Jason's firm.

### How does Jason charge for financial advice?

Jason charges a flat fee or retainer, an ongoing planning fee and hourly fees.

### How much does Jason charge?

According to LGBTQ Wealth Planning LLC's website, checked October 28, 2026: ongoing planning from $4,800 a year; $200 an hour.

### Does Jason work with clients virtually?

Yes. LGBTQ Wealth Planning LLC says on its website that it works with clients remotely.

### Where is Jason Hoffman based?

Jason Hoffman is based in Austin, Texas.

### What does Jason specialize in?

Jason's specialties include equity compensation, flat-fee planning and tax planning. Jason works with tech employees and high earners.

### What credentials does Jason Hoffman hold?

Jason Hoffman holds the CFP and EA credentials.

### Is Jason Hoffman registered with the SEC?

Yes. Jason Hoffman is registered as an investment adviser representative in TX (CRD 6647881), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How do I contact Jason Hoffman?

Through Jason's website, lgbtqwealthplanning.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/jason-hoffman-69821): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.lgbtqwealthplanning.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.