Plan & Act Pension Advisors

Plan & Act Pension Advisors (CRD# 284453) is a financial advisory firm headquartered in Buena Vista, CO. They manage $6,051,000 in 13 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
Po Box 1582, 912 South Main Street, Buena Vista, CO 81211
https://www.thepension401k.com/
By the Numbers
  • Total Assets Under Management
    6
    MILLION
  • Total Number of Accounts
    13
    ACCOUNTS
  • Average Account Value
    $465,462
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO

Financial Advisors at Plan & Act Pension Advisors
No Advisor Found.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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