The Pension Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The Pension Group provides personalized investment management, financial planning, and consulting to individuals, retirement plans, trusts, estates, and small businesses. Its Form ADV describes services that include portfolio management (frequently coordinated with third‑party managers), tax and cash‑flow planning, insurance and estate planning, and tailored financial plans.
TPG’s investment approach is grounded in Modern Portfolio Theory and long‑term strategic asset allocation, with implementation often delegated to co‑advisory, sub‑advisory, or referral managers who perform portfolio analysis and trade execution. Accounts are typically managed on a discretionary basis with periodic reviews (at least quarterly), client‑specific risk profiles, and custody maintained at independent qualified custodians.
Noteworthy features relative to peers include a high client‑per‑advisor ratio—about 599 clients served by three advisors—which is uncommon for firms in its category and suggests substantial delegation and reliance on third‑party relationships. The firm also documents co‑advisory/fee‑sharing arrangements, the use of service providers that incorporate artificial intelligence and machine‑learning (with due‑diligence practices to address those risks), and the use of limited transfer authorizations that can create constrained custody responsibilities.
Client services
Expertise
Fee options
Fixed financial planning fees ranging from $1,500 - $5,000
$0+: 0% - 2% annually depending on the third-party program and scope of engagement $0+: 1.5% annually for co-advisory or sub-advisory arrangements (TPG receives half, third-party manager receives half)
$100 - $300 per hour for financial planning and consulting services
Account minimum: $100,000 Fee-only: Financial planning fixed fees ranging from $1,500 - $5,000; hourly fees ranging from $100 - $300 per hour
Main office
700 Stonehenge Parkway, Suite B
Dublin OH 43017
Advisors at this office
1
Most active in
Alabama · California · Florida · North Carolina · Ohio · South Carolina
Also doing business as
One Resource Group Wealth Management LLC · The Pension Group
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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