The Pension Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 17, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$100⁠-⁠$300/hr

“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.”

Flat or project fee

$1,500⁠-⁠$5,000

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How The Pension Group bills

Payment and refund terms, quoted from the fee section of the brochure.

• “In some instances, fees may be negotiable.”
• “All fees are quoted in advance in the client agreement.”
• “Fees are generally deducted from the account (although may be billed in some cases).”

How The Pension Group’s fees compare

• Its hourly rate of $100-$300 spans the Ohio median of $250. 23% of the 219 other Ohio planners that publish an hourly rate charge less.
• None of the 12 other planners in Dublin that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$5,000 spans the Ohio median of $3,250. 50% of the 199 other Ohio planners that publish a flat or project fee charge less.
• 6 of the 14 other planners in Dublin that publish a flat or project fee charge less.

About The Pension Group

• Firm size: 9 employees.
• Founded: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• College planning
• Business owners
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

599

Employees

9

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and selecting other advisers

Assets managed

$182,371,106

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

293819

Website

thepensiongroup.com (opens in new tab)

Phone

(614) 423-4600

Can advise clients in 6 states: Alabama, California, Florida, North Carolina, Ohio, South Carolina

Other planners in Dublin that publish fees

• Access Wealth Group, LLCDublin$150⁠-⁠$400/hr
• Advocate Wealth SolutionsDublin$300⁠-⁠$3,000/hr
• Alaminos Wealth PlanningDublin$4,800/yr
• Ard Advisory Services, LLCDublin$180⁠-⁠$286/hr, $500⁠-⁠$3,000
• Bullrock Capital, LLCDublin$500⁠-⁠$2,500
• Capstone Wealth PartnersDublin$1,500

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