# The Pension Group

> The Pension Group is an SEC-registered investment advisory firm in Dublin, OH, registered since 2025, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 17, 2026.

- CRD: 293819
- Filed as: THE PENSION GROUP
- Legal name: One Resource Group Wealth Management LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Dublin, OH
- Filing period: October 2026
- Form ADV filing dated: March 17, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/293819
- AdvisorCensus page: https://advisorcensus.com/firm/the-pension-group-dublin-oh-293819

## Quick answers

**How is The Pension Group compensated?**
On its Form ADV (Item 5.E, October 2026), The Pension Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does The Pension Group charge?**
Its Form ADV Part 2A brochure dated March 17, 2026 states: Flat fee: $1,500 to $5,000 (financial planning and consulting services such as financial…). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is The Pension Group located?**
The Pension Group's principal office is in Dublin, OH, according to its Form ADV.

**Is The Pension Group registered with the SEC or a state?**
The Pension Group is an SEC-registered investment advisory firm, registered since 2025. Status as filed: Approved. CRD 293819.

**How much does The Pension Group manage?**
The Pension Group reports $182,371,106 in regulatory assets under management in its Form ADV filing dated March 17, 2026 (100% discretionary).

**How have The Pension Group's assets and staff changed since 2025?**
In the Form ADV data for The Pension Group: Regulatory assets under management: $141,966,968 in the October 2025 data and $182,371,106 in the October 2026 data, up 28%. Total employees: 8 in October 2025 and 9 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does The Pension Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (589); high net worth individuals (10).

**Which custodians does The Pension Group use?**
The Pension Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. and Fidelity Brokerage Services LLC as custodians holding 10% or more of its separately managed account assets.

**Does The Pension Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/293819

**Does The Pension Group state an account minimum?**
Its Form ADV Part 2A brochure dated March 17, 2026 says: "The minimum investment required by an individual investor client is generally $100,000. Accounts below these minimums may be accepted on an individual basis at the firm’s discretion."

**What changed in The Pension Group's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $141,966,968 to $182,371,106 (+28%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 17, 2026)

- Account minimum: $100,000 (the brochure says it may be waived or negotiated)

> The minimum investment required by an individual investor client is generally $100,000. Accounts below these minimums may be accepted on an individual basis at the firm’s discretion.

- Flat fee: $1,500 to $5,000 (financial planning and consulting services such as financial…)

> Clients are typically charged a fixed fee ranging from $1500 - $5000 or may be charged on an hourly basis generally at $100 - $300 per hour, depending on the type and complexity of services to be provided.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.
- Fidelity Brokerage Services LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $182,371,106
- Discretionary: $182,371,106
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 589 | $139,829,540 |
| High net worth individuals | 10 | $42,541,566 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2025 (1 year)
- Employees: 9 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AL, CA, FL, NC, OH, SC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- thepensiongroup.com
- Facebook @ThePensionGroup
- Instagram @thepensiongroupdublin
- LinkedIn @the-pension-group
- YouTube @UC_NtvflgvKxmY9c2L_TB9pA

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2025 | $141,966,968 | 8 | March 3, 2025 |
| October 2026 | $182,371,106 | 9 | March 17, 2026 |

Regulatory assets under management: $141,966,968 in the October 2025 data and $182,371,106 in the October 2026 data, up 28%.
Total employees: 8 in October 2025 and 9 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $141,966,968 to $182,371,106 (+28%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Pension Group (CRD 293819): Form ADV filing data as of October 2026.