RIA Intel›Advisers›Ohio›PAY IT FORWARD FINANCIAL PLANNING, LLC

PAY IT FORWARD FINANCIAL PLANNING, LLC

Advisory

Data as of Mar 3, 2026 · Source: SEC Form ADV

Average account

$790K

across 20 accounts

AUM per adviser

$16M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 3, 2026.

Total AUM

$16M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$16M

Discretionary AUM$5M

Non-Discretionary AUM$11M

Discretionary %28.9%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InOH

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

6 clients

5 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in OH

Closest by assets under management. All figures from Form ADV.

MICHAEL PAUL O'CONNELL

$16M

WAYNE FINANCIAL LLC

$16M

PEAK FINANCIAL PARTNERS, LLC

$16M

BALSER WEALTH MANAGEMENT LLC

$16M

KANU ASSET MANAGEMENT, LLC

CINCINNATI, OH

$16M

ANGART & CO.

BEACHWOOD, OH

$16M

Get the full picture on PAY IT FORWARD FINANCIAL PLANNING, LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track PAY IT FORWARD FINANCIAL PLANNING, LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans