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Advisor

Matt Hofacre

Pay It Forward Financial Planning · Worthington, Ohio

Matt Hofacre is a fee-only financial advisor at Pay It Forward Financial Planning in Worthington, Ohio, who holds the CFP, EA and CRPC credentials. Pay It Forward Financial Planning reports charging fixed fees on its Form ADV.

Fixed fees Fee-only CFPEACRPCAPMAMSFP

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Facts

FirmPay It Forward Financial Planning
Based in Worthington, Ohio
Fee model (firm's Form ADV)Fixed fees
Assets under management$15.8M across 20 accounts
CredentialsCFP · EA · CRPC · APMA · MSFP
SEC registration Investment adviser representative in OH · CRD 6828752
Firm size1 employee
Disclosures None reported
LinkedInProfile

How Matt's firm compares

  • Pay It Forward Financial Planning's average account is about $790,000, from its Form ADV (assets managed divided by 20 accounts).

What fee-only advisors charge in Ohio

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Questions about Matt

Is Matt Hofacre a fee-only financial advisor?

Yes. Matt Hofacre 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 Matt's firm.

How does Matt charge for financial advice?

Matt's firm, Pay It Forward Financial Planning, reports charging fixed fees on its SEC Form ADV.

Where is Matt Hofacre based?

Matt Hofacre is based in Worthington, Ohio.

What credentials does Matt Hofacre hold?

Matt Hofacre holds the CFP, EA, CRPC, APMA and MSFP credentials.

Is Matt Hofacre registered with the SEC?

Yes. Matt Hofacre is registered as an investment adviser representative in OH (CRD 6828752), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does Pay It Forward Financial Planning manage?

Pay It Forward Financial Planning reports $15.8M across 20 accounts in assets under management.

How do I contact Matt Hofacre?

Contact details aren't on file yet. Search for Pay It Forward Financial Planning.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

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