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PENSION PLANNING SOLUTIONS, INC.

GREENSBORO, NC · CRD 126393 · IAPD ↗ · pensionplanningsolutions.com · 336-389-9922

$9.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
n/aPlanning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
July 2025 — PENSION PLANNING SOLUTIONS, INC. (GREENSBORO, NC) left the SEC roster (was $9.1M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation
45
March 2025 — PENSION PLANNING SOLUTIONS, INC. reported RAUM down 91% ($133.8M -> $12.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.