# Andrew Potosky

> Andrew Potosky is a fee-only financial advisor at PDS Planning in Dublin, Ohio, who holds the CFP credential. PDS Planning reports charging fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/andrew-potosky/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** PDS Planning
- **Based in:** Dublin, Ohio
- **Fee model (firm's Form ADV):** Fixed fees
- **Assets under management (firm):** $2.17B across 3,159 accounts
- **Credentials:** CFP
- **CRD:** 6820436 (https://adviserinfo.sec.gov/individual/summary/6820436)
- **SEC registration:** Investment adviser representative in OH
- **Firm size:** 19 employees
- **Disclosures:** None reported
- **Website:** https://www.pdsplanning.com/

## Frequently asked questions

### Is Andrew Potosky a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Andrew holds no broker registration, and PDS Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Andrew charge for financial advice?

Andrew's firm, PDS Planning, reports charging fixed fees on its SEC Form ADV.

### Where is Andrew Potosky based?

Andrew Potosky is based in Dublin, Ohio.

### What credentials does Andrew Potosky hold?

Andrew Potosky holds the CFP credential.

### Is Andrew Potosky registered with the SEC?

Yes. Andrew Potosky is registered as an investment adviser representative in OH (CRD 6820436), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does PDS Planning manage?

PDS Planning reports $2.17B across 3,159 accounts in assets under management.

### How do I contact Andrew Potosky?

Through Andrew's website, www.pdsplanning.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6820436): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.