Pension Consultants Inc

Registered investment advisor · Springfield, Missouri · CRD #113914

Assets Under Management

$5.4B

Client Accounts

155

Employees

CRD Number

113914

Registration

SEC Registered

Custodian

Broadridge Matrix Trust Company, Lincoln Financial Group Trust Company, Inc., John Hancock Trust Company

Source: SEC Form ADV filings. Data as of 2026-07-06.

About Pension Consultants Inc

Pension Consultants Inc. (PCI) is an independent Registered Investment Adviser based in Springfield, Missouri, established in 1978. The firm specializes in retirement plan design, administration, and management for closely held businesses across the United States. With a team of 11-50 professionals, including experienced consultants and actuaries, PCI emphasizes a fee-for-service model that promotes independence and transparency. PCI offers a range of retirement plan solutions, including custom

Fee Structure

Percentage of assets under management Not reported

Fixed fees Not reported

Hourly charges Not reported

Performance-based fees Not reported

Contacts, 13F holdings & brochure intel for Pension Consultants Inc

Wealthmetrica subscribers see the full picture: verified contacts and emails, quarterly 13F holdings and position changes, private funds, and ADV brochure analysis.

Frequently Asked Questions

What is Pension Consultants Inc's AUM?

Pension Consultants Inc reports approximately $5.4B in regulatory assets under management, based on its most recent SEC Form ADV filing.

Where is Pension Consultants Inc headquartered?

Pension Consultants Inc is headquartered in Springfield, Missouri.

What is Pension Consultants Inc's CRD number?

Pension Consultants Inc's CRD number is 113914. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.