Fee-only adviser · Springfield, MO
Pension Consultants Inc
Pension Consultants Inc is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Springfield, Missouri. On its latest Form ADV, filed October 1, 2026, it reports $5.4B in regulatory assets under management, 38 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 113914 · SEC file 801-56704 |
| Office | 300 South Campbell Ave. Springfield, MO 65806 |
| Phone | (417) 889-4918 |
| Website | www.pension-consultants.com |
| Regulatory assets under management | $5.4B ($2.5B discretionary) |
| Individual clients | 23 non-high-net-worth, 15 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee, Other |
| Services | Portfolio management, Pension consulting, Educational seminars |
| Employees | 16 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | October 1, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Springfield
- Pinnacle Family Advisors, LLC $372M
- Mackay Financial Planning, LLC $176M
- JKD Financial $26M
- Hickory Wealth Management, LLC $127M
- Trend Management, Inc. $95M
- Walker Asset Management, LLC $315M
See all 10 fee-only advisers in Springfield →
Nearby
- Nixa 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Pension Consultants Inc? Update this listing.