Jason Hoffman
LGBTQ Wealth Planning LLC · Austin, Texas
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.
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Specialties
Who they serve
- Tech employees
- High earners
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 |
| Accepting new clients | Yes |
| Credentials | CFP · EA |
| SEC registration | Investment adviser representative in TX · CRD 6647881 |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | lgbtqwealthplanning.com |
| Profile |
How Jason's firm compares
- Ongoing planning starts at $4,800 a year, above the Texas median of $3,000 for fee-only firms that publish prices.
- The hourly rate is $200, below the Texas median of $250 for fee-only firms that publish prices.
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Questions about Jason
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Austin
Other advisors in Texas who focus on equity compensation
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- LGBTQ Wealth Planning LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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