Fee-only adviser · Greensboro, NC
Pension Planning Solutions, Inc.
Pension Planning Solutions, Inc. is a fee-only investment adviser registered with the securities regulator of North Carolina, with its main office in Greensboro, North Carolina. On its latest Form ADV, filed February 27, 2026, it reports $8.7M in regulatory assets under management, 13 individual clients and 1 employee who gives 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 | State-registered: North Carolina |
|---|---|
| Firm CRD number | 126393 · SEC file 801-67290 |
| Office | 301 South Elm Street Suite 1008 Greensboro, NC 27401 |
| Phone | (336) 389-9922 |
| Website | www.pensionplanningsolutions.com |
| Regulatory assets under management | $8.7M |
| Individual clients | 6 non-high-net-worth, 7 high-net-worth |
| Financial planning clients | Not reported |
| How it charges | Percentage of assets |
| Services | Portfolio management |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 27, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- 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 Greensboro
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- Park Wealth Management, LLC $34M
See all 16 fee-only advisers in Greensboro →
Nearby
- Oak Ridge 1 firm
- Burlington 1 firm
- Eden 1 firm
- Winston Salem 14 firms
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