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PLAN & ACT PENSION ADVISORS

Advisory

CO

Data as of Apr 1, 2026 · Source: SEC Form ADV

Average account

$575K

across 14 accounts

AUM per adviser

$3M

3 advisers

Source: SEC Form ADV. Figures as filed Apr 1, 2026.

Total AUM

$8M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

3

Assets Under Management

Total AUM$8M

Discretionary AUM$8M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients14

Team

Total Employees3

Investment Advisers3

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCO, TX

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

14 clients

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in CO

Closest by assets under management. All figures from Form ADV.

JAMES WHEELER & CO. ADVISORS

$8M

$8M

RED MEADOW CAPITAL, LLC D/B/A RED MEADOW INVESTMENT ADVISORS

$8M

BETTER POCKETS FINANCIAL LLC

FORT COLLINS, CO

$8M

ROADS CAPITAL LLC

$8M

MILLION PEBBLES

$8M

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