James Rogers
PDS Planning · Dublin, Ohio
James Rogers 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.
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Facts
| Firm | PDS Planning |
|---|---|
| Based in | Dublin, Ohio |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $2.17B across 3,159 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH · CRD 4808581 |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | www.pdsplanning.com |
How James's firm compares
- PDS Planning's average account is about $686,000, from its Form ADV (assets managed divided by 3,159 accounts).
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Questions about James
Is James Rogers a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James 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 James charge for financial advice?
James's firm, PDS Planning, reports charging fixed fees on its SEC Form ADV.
Where is James Rogers based?
James Rogers is based in Dublin, Ohio.
What credentials does James Rogers hold?
James Rogers holds the CFP credential.
Is James Rogers registered with the SEC?
Yes. James Rogers is registered as an investment adviser representative in OH (CRD 4808581), 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 James Rogers?
Through James's website, www.pdsplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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