PAY IT FORWARD FINANCIAL PLANNING, LLC

PAY IT FORWARD FINANCIAL PLANNING, LLC is an SEC-registered investment adviser (CRD 335642). Regulatory assets under management: $15.8M.

Registration

• CRD: 335642
• Type: Registered investment adviser
• Phone: 380-345-8740
• Latest filing: 2026-03-03
• Regulatory AUM: $15.8M
• Discretionary AUM: $4.6M
• Non-discretionary AUM: $11.2M
• Clients: 1
• Accounts: 20

Business model

Compensation: Fixed.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 335642 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search