PENSION CONSULTANTS INC

CRD 113914File 801-56704

APPROVED

Retail clients

Filing as of Mar 31, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$5.42B

Top 25% of cohort (national)

Discretionary AUM

$2.51B

Non-discretionary $2.91B

Clients

155 accounts

Employees

Top 25% of cohort in MO

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: CHRO
Registration date: Jul 23, 1999
Principal office: 300 SOUTH CAMPBELL AVE., SPRINGFIELD, MO, 65806
Phone: 417.889.4918
Website: HTTPS://TWITTER.COM/RETIREADVISERS

Assets & accounts

ADV Item 5F

Total regulatory AUM: $5.42B
Discretionary AUM: $2.51B
Non-discretionary AUM: $2.91B
Discretionary accounts: 135
Non-discretionary accounts: 20
Total accounts: 155
AUM per client: $61.6M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	15	$46.6M
Pension and profit sharing plans	50	$5.37B
Individuals (other than high net worth individuals)	23	$12.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Fixed fees
Hourly charges
Other (described) — A PERCENTAGE OF ASSETS UNDER ADVISEMENT
Performance-based fees
A percentage of assets under your management

Advisory activities

Other
Publications
Other advisory activities
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This firm answered no to every Item 11 disclosure question in this filing.

Filed changes

Date	Field	From	To
Aug 12, 2026	Registration	—	APPROVED

Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.