BA
CFP

Brian David Allen

35 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
5 advisors
Number of Clients
89 clients
Average Client Portfolio
$55.3M average
Assets Under Management
$4.9B

Fee Structure

Minimum Investment:$5M
Financial Planning:Investment management only

Pension Consultants, Inc. charges fees for retirement plan services and RetireAdvisers® Consulting Services. For Performance-Driven Retirement Plan Management Services, there is a one-time account establishment fee of $21,000 and a quarterly advisory base fee of $5,250. Performance-based fees are also charged quarterly based on investment lineup, fees, and contributions performance. The firm does not maintain custody of plan assets. Fees may be paid out of plan assets with client authorization.

Areas of Practice
Retirement Planning
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Advisor Information

Office location

300 South Campbell Ave., Springfield, MO, 65806

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Regulatory History (1)
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Regulatory
June 2005
Final
Other Business Activities

Brian is the managing member of PCI Properties, LLC, owning real estate since 2003, dedicating minimal time. He is also the owner and director of the board for Slate Robotics since 2017, spending a few hours per week.

Employment History
Current Registrations
Pension Consultants INC
April 2005 - Present · 20 yrs 9 mos
Previous Registrations
Securities Service Network, INC.Broker
August 1994 - November 2015 · 21 yrs 3 mos
Securities America, INC.Broker
August 1991 - July 1994 · 2 yrs 11 mos
American Express Financial Advisors INC. Broker
January 1990 - August 1991 · 1 yr 7 mos
Ids Life Insurance CompanyBroker
January 1990 - August 1991 · 1 yr 7 mos
State Registrations1 state
MO
Advisor
Exams
No exam information available for this advisor.