PENSION PLANNING SOLUTIONS, INC.

Overview

Pension Planning Solutions, Inc. is a small, owner-operated advisory firm focused on fee-based portfolio management for individuals and small businesses. The firm charges a percentage-of-AUM fee and manages a concentrated pool of client assets with an emphasis on public mutual funds as the core exposure. Investment activity shows a willingness to supplement public funds with a range of third-party alternative managers — including hedge funds, private placements, real estate and private credit — suggesting a multi-vehicle approach to return and income generation rather than a pure long-only mutual fund model. The adviser is not positioned as an ESG investor, and it operates in a single-state capacity under its current registration.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices