# Pension Planning Solutions, Inc.

> Pension Planning Solutions, Inc. is a state-registered investment advisory firm in Greensboro, NC, registered since 2025, reporting under $25 million in regulatory assets under management in its Form ADV filing dated February 27, 2026.

- CRD: 126393
- Filed as: PENSION PLANNING SOLUTIONS, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Greensboro, NC
- Filing period: October 2026
- Form ADV filing dated: February 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/126393
- AdvisorCensus page: https://advisorcensus.com/firm/pension-planning-solutions-inc-greensboro-nc-126393

## Quick answers

**How is Pension Planning Solutions, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Pension Planning Solutions, Inc. reports these compensation arrangements: a percentage of assets under its management. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Pension Planning Solutions, Inc. located?**
Pension Planning Solutions, Inc.'s principal office is in Greensboro, NC, according to its Form ADV.

**Is Pension Planning Solutions, Inc. registered with the SEC or a state?**
Pension Planning Solutions, Inc. is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 126393.

**How much does Pension Planning Solutions, Inc. manage?**
Pension Planning Solutions, Inc. reports $8,713,159 in regulatory assets under management in its Form ADV filing dated February 27, 2026 (0% discretionary).

**How have Pension Planning Solutions, Inc.'s assets and staff changed since 2021?**
In the Form ADV data for Pension Planning Solutions, Inc.: Regulatory assets under management: $223,062,746 in the October 2021 data and $8,713,159 in the October 2026 data, down 96%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Pension Planning Solutions, Inc. serve?**
By number of clients on Form ADV Item 5.D: high net worth individuals (7); individuals (other than high net worth individuals) (6).

**Does Pension Planning Solutions, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/126393

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Regulatory assets under management (Item 5.F)
- Total: $8,713,159
- Discretionary: $0
- Non-discretionary: $8,713,159

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 6 | $2,070,799 |
| High net worth individuals | 7 | $6,642,360 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2025 (1 year)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [pensionplanningsolutions.com](https://pensionplanningsolutions.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $223,062,746 | 2 | March 3, 2021 |
| October 2022 | $132,883,031 | 2 | March 10, 2022 |
| October 2023 | $118,935,941 | 2 | January 26, 2023 |
| October 2024 | $133,819,428 | 2 | January 17, 2024 |
| October 2026 | $8,713,159 | 1 | February 27, 2026 |

Regulatory assets under management: $223,062,746 in the October 2021 data and $8,713,159 in the October 2026 data, down 96%.
Total employees: 2 in October 2021 and 1 in October 2026.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Pension Planning Solutions, Inc. (CRD 126393): Form ADV filing data as of October 2026.