Pensinger Financial
  • About Us
    • A Quick Look
    • Core Values
    • Background
    • What it Means to be a CFP®
    • Code of Ethics
    • Investment Philosophy
  • What We Do
    • Our Services
    • Our Pricing
    • 401(k) and 403(b) Set Up
    • 401(k) and 403(b) Rollover
    • Small Business Retirement Plans
    • HCBA Retirement Solution
  • Resources
    • Investment Returns
    • Helpful Links
    • Reading Recommendations
    • Frequently Asked Questions
  • Extras
    • Videos
    • The Right Way to Invest Blog
    • Photos
    • That Familiar Voice
    • DFA Youtube Channel
  • Contact
  • Client Access
    • Atlas Software Access
    • NetXInvestor Access
    • NetXInvestor Guides

a quick look

Are you trustworthy

Yes, we are; click here to read more

what value do you provide

Our Value to You

type of advisory firm

Registered Investment Advisor Firm

have fiduciary duty

Yes

have criminal disclosures

No

have compliance disclosures

No

Custodian

Shareholders Service Group

Fee structure

Hourly Fee
Assets Under Management Fee

Assets under management fee

View our tiered pricing structure

Investments used

We use passively-managed mutual funds provided by Dimensional Fund Advisors and Vanguard

commission structure

We don't take commissions

Do you participate in revenue sharing

No
​

types of clients

Individuals
​High Net-Worth Individuals
​Families
Businesses (retirement plans)

Number of clients

~60

assets under management

~$24 Million

minimum asset requirement

$25,000; with a minimum quarterly billing charge of $125

types of reports

Performance (Monthly)
Brokerage Statement (Monthly)
Market Environment (Quarterly)

View ADV & Privacy policy

Form ADV Part 2A Pensinger Financial (online)
Form ADV Part 2A Pensinger Financial (PDF)
Form ADV Part 2B Michael Pensinger (PDF)
Form ADV Part 2B Joseph Pensinger (PDF)
Privacy Policy (PDF)

CRD Number

169718 - Pensinger Financial

IARD Number

4866979 - Michael Pensinger
4645887 - Joseph Pensinger

ABOUT US
A Quick Look
Core Values
Background
What it Means to be a CFP
Code of Ethics
Investment Philosophy
WHAT WE DO
Our Services 
Our Pricing 
401(k) / 403(b) Rollover
Small Business Retirement Plans
​HCBA Retirement Solution
RESOURCES
Client Access
Investment Returns
Helpful Links
Reading Recommendations
Frequently Asked Questions
EXTRAS
Videos
​The Right Way To Invest Blog

Photos
​​That Familiar Voice
DFA Youtube Channel
CONTACT
Lemont, Illinois 60439
630-754-7580 Phone
630-590-9392 Fax

© 2015 Pensinger Financial, Inc