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The Pension Group

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Client assets under management

$182,371,106

Clients

599

2% high-net worth

Advisors

3

of 9 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

More info

Clients per advisor

200

Very High

Average account size

$304,459

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

Financial planning Portfolio management Selection of other advisers

Expertise

General retirement planning General tax planning Cash flow / budgeting

Fee options

Fixed

Fixed financial planning fees ranging from $1,500 - $5,000

Percentage

$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)

Project-based

$100 - $300 per hour for financial planning and consulting services

Other

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 location

The Pension Group

700 Stonehenge Parkway, Suite B

Dublin OH 43017, United States

Number of offices

2

Most active in

More info

Alabama · California · Florida · North Carolina · Ohio · South Carolina

Disclosures

More info

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Instagram Website 614-423-4600

Advisors at this firm

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user avatar

William L

Series 63, Series 65

Dublin, OH

The Pension Group

William Lacure is a financial advisor at The Pension Group in Dublin, Ohio, with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Nationwide Investment Services Corporation, WealthVest, and Pacific Life Insurance Company, among others. The Pension Group provides personalized investment management and financial planning to individuals, retirement plans, trusts, estates, and small businesses. The firm employs a long-term, strategic asset allocation approach based on Modern Portfolio Theory and often utilizes third-party managers for portfolio implementation and administration while maintaining ongoing oversight.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Christian R

Series 63, Series 65, Series 66

Dublin, OH

The Pension Group

Christian Rether is a financial advisor at The Pension Group with 15 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses. His prior experience includes roles at Symmetry Financial Group, JP Morgan Chase Bank, JP Morgan Securities, Ameriprise Financial Services, and Edward Jones. The Pension Group provides personalized investment management and financial planning to individuals, retirement plans, trusts, estates, and small businesses. The firm employs Modern Portfolio Theory with a focus on long-term, strategic asset allocation, often delegating implementation to third-party managers while maintaining oversight and conducting periodic reviews.

General retirement planning General tax planning Cash flow / budgeting
user avatar

Michael M

Series 63, Series 65

Dublin, OH

The Pension Group

Michael Martinez is a financial advisor at The Pension Group in Dublin, Ohio, with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Madison Avenue Securities, LLC, Kovack Advisors, Inc., and Kovack Securities, Inc. Martinez is also the president of One Resource Group Wealth Management, LLC, an insurance-related business. The Pension Group provides personalized investment management and financial planning services to individuals, retirement plans, trusts, estates, and small businesses. The firm employs Modern Portfolio Theory with a long-term strategic asset allocation approach and utilizes third-party managers for portfolio implementation while maintaining ongoing oversight.

General retirement planning General tax planning Cash flow / budgeting
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